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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$96K 0.05%
2,822
202
$94K 0.05%
10,941
203
$94K 0.05%
1,542
204
$79K 0.04%
25,117
-930
205
$77K 0.04%
142
-4
206
$18K 0.01%
+1,715
207
– –
-2,456
208
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-1,625
209
– –
-3,312
210
– –
-23,031
211
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-4,181
212
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-3,349
213
– –
-6,909
214
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-4,056
215
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-5,901
216
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-1,750
217
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-2,455
218
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-1,562
219
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-2,919
220
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-9,500
221
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-4,093
222
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-17,535
223
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-10,487
224
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-2,750
225
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-3,314
6 7 8
9
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