VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.74M
3
+$903K
4
MSFT icon
Microsoft
MSFT
+$902K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$800K

Top Sells

1
+$9.73M
2
+$8.94M
3
+$3.1M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.28M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.98M

Sector Composition

1 Technology 14.87%
2 Industrials 10.05%
3 Financials 9.89%
4 Consumer Discretionary 7.58%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$102K 0.05%
10,941
202
$84K 0.04%
+1,542
203
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