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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$333K 0.1%
5,476
+496
202
$333K 0.1%
38,220
-690
203
$330K 0.1%
+4,896
204
$323K 0.1%
+3,037
205
$320K 0.1%
10,614
+1,956
206
$320K 0.1%
4,390
+740
207
$319K 0.1%
+47,948
208
$319K 0.1%
12,155
+3,191
209
$319K 0.1%
+7,789
210
$317K 0.1%
+1,923
211
$314K 0.1%
+5,643
212
$314K 0.1%
4,633
+27
213
$313K 0.1%
+9,295
214
$312K 0.1%
8,078
+2,273
215
$311K 0.1%
707
+213
216
$305K 0.1%
6,494
-781
217
$305K 0.1%
5,637
+188
218
$304K 0.1%
2,376
+606
219
$304K 0.1%
8,319
+316
220
$303K 0.09%
1,754
+691
221
$302K 0.09%
3,663
+1,150
222
$297K 0.09%
14,485
+5,490
223
$296K 0.09%
7,941
-1,046
224
$295K 0.09%
+3,327
225
$294K 0.09%
6,487
-1,885
7 8
9
10 11