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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$296K 0.11%
9,270
-652
202
$295K 0.11%
1,769
+300
203
$295K 0.11%
9,694
-96
204
$293K 0.1%
1,245
+615
205
$291K 0.1%
2,678
+118
206
$291K 0.1%
1,905
-16
207
$288K 0.1%
5,231
+127
208
$280K 0.1%
7,461
-218
209
$277K 0.1%
10,931
210
$277K 0.1%
3,650
+613
211
$276K 0.1%
2,168
+99
212
$276K 0.1%
+1,281
213
$276K 0.1%
2,217
-136
214
$275K 0.1%
3,052
-80
215
$275K 0.1%
+3,586
216
$273K 0.1%
3,730
-101
217
$273K 0.1%
1,833
-15
218
$273K 0.1%
+3,502
219
$270K 0.1%
5,214
-52
220
$266K 0.1%
+3,860
221
$263K 0.09%
2,374
-21
222
$263K 0.09%
25,050
+6,200
223
$262K 0.09%
+7,514
224
$259K 0.09%
+4,096
225
$259K 0.09%
5,064
+8
7 8
9
10 11