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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$278K 0.11%
1,398
+23
202
$277K 0.11%
3,831
-86
203
$276K 0.1%
9,470
+1,580
204
$270K 0.1%
2,353
205
$269K 0.1%
1,873
-166
206
$269K 0.1%
+5,104
207
$269K 0.1%
7,318
208
$267K 0.1%
5,660
-136
209
$266K 0.1%
+2,034
210
$265K 0.1%
1,973
+9
211
$263K 0.1%
9,232
-467
212
$259K 0.1%
4,701
+25
213
$258K 0.1%
18,414
+3,444
214
$257K 0.1%
+2,395
215
$253K 0.1%
3,270
216
$252K 0.1%
1,469
+84
217
$252K 0.1%
1,626
+246
218
$252K 0.1%
2,069
-85
219
$252K 0.1%
2,560
+223
220
$252K 0.1%
+3,545
221
$250K 0.1%
5,056
-596
222
$247K 0.09%
8,032
-131
223
$247K 0.09%
3,237
-511
224
$245K 0.09%
3,037
-592
225
$243K 0.09%
3,238
+14
7 8
9
10 11