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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$441K 0.11%
+4,984
202
$439K 0.11%
+3,268
203
$434K 0.11%
4,442
-2,100
204
$432K 0.11%
4,077
-1,086
205
$426K 0.11%
+2,563
206
$425K 0.11%
4,862
+1,199
207
$424K 0.11%
5,366
-110
208
$422K 0.11%
+7,317
209
$421K 0.11%
5,279
-417
210
$420K 0.11%
2,096
-733
211
$419K 0.11%
38,620
+400
212
$418K 0.11%
13,082
+1,247
213
$418K 0.11%
6,732
-2,863
214
$415K 0.11%
7,940
+1,224
215
$404K 0.1%
4,242
-1,406
216
$403K 0.1%
2,571
-374
217
$402K 0.1%
1,324
+384
218
$399K 0.1%
4,442
+798
219
$398K 0.1%
4,080
-152
220
$396K 0.1%
2,767
-1,079
221
$394K 0.1%
1,279
-68
222
$383K 0.1%
3,768
-8,493
223
$381K 0.1%
1,704
-1,065
224
$381K 0.1%
3,829
-8,291
225
$378K 0.1%
4,793
+1,587
7 8
9
10 11