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
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208
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209
-3,312
210
-23,031
211
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213
-6,909
214
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215
-5,901
216
-1,750
217
-2,455
218
-1,562
219
-2,919
220
-9,500
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222
-17,535
223
-10,487
224
-2,750
225
-3,314