VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.49%
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$157K 0.07%
+1,980
202
$156K 0.07%
+1,729
203
$151K 0.07%
3,579
-1,146
204
$150K 0.07%
+6,315
205
$146K 0.07%
+5,885
206
$146K 0.07%
+2,453
207
$145K 0.07%
165
+22
208
$144K 0.07%
4,225
-1,988
209
$139K 0.07%
+3,600
210
$139K 0.07%
+1,343
211
$138K 0.06%
+2,530
212
$137K 0.06%
5,850
-3,550
213
$137K 0.06%
+1,323
214
$133K 0.06%
+4,148
215
$131K 0.06%
11,453
+25
216
$129K 0.06%
2,470
-1,590
217
$128K 0.06%
+6,600
218
$127K 0.06%
+2,627
219
$126K 0.06%
+2,251
220
$125K 0.06%
3,024
-5,308
221
$125K 0.06%
+1,450
222
$124K 0.06%
+933
223
$123K 0.06%
+956
224
$122K 0.06%
1,493
-1,110
225
$120K 0.06%
+3,932
7 8
9
10 11