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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$295K 0.11%
1,769
202
$295K 0.11%
9,694
203
$293K 0.1%
1,245
204
$291K 0.1%
1,905
205
$291K 0.1%
2,678
206
$288K 0.1%
5,231
207
$280K 0.1%
7,461
208
$277K 0.1%
10,931
209
$277K 0.1%
3,650
210
$276K 0.1%
2,168
211
$276K 0.1%
1,281
212
$276K 0.1%
2,217
213
$275K 0.1%
3,052
214
$275K 0.1%
3,586
215
$273K 0.1%
3,730
216
$273K 0.1%
1,833
217
$273K 0.1%
3,502
218
$270K 0.1%
5,214
219
$263K 0.09%
2,374
220
$263K 0.09%
25,050
221
$262K 0.09%
7,514
222
$259K 0.09%
4,096
223
$259K 0.09%
5,064
224
$256K 0.09%
3,928
225
$256K 0.09%
5,073
7 8
9
10 11