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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$221K 0.1%
1,958
202
$220K 0.1%
+2,714
203
$219K 0.1%
+1,690
204
$218K 0.1%
15,690
-900
205
$214K 0.1%
+3,270
206
$213K 0.1%
+5,470
207
$212K 0.1%
+595
208
$212K 0.1%
7,142
209
$209K 0.1%
16,310
210
$209K 0.1%
+6,333
211
$208K 0.1%
+2,113
212
$205K 0.09%
+2,049
213
$205K 0.09%
+23,112
214
$204K 0.09%
+8,251
215
$202K 0.09%
+2,310
216
$201K 0.09%
+3,180
217
$201K 0.09%
+3,340
218
$200K 0.09%
+3,368
219
$164K 0.08%
17,270
+633
220
$133K 0.06%
10,980
+26
221
$122K 0.06%
11,905
222
$109K 0.05%
131
-8
223
$106K 0.05%
2,932
+52
224
$103K 0.05%
10,941
225
$93K 0.04%
10,598
6 7 8
9
10