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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$530K 0.11%
+6,599
202
$529K 0.11%
+5,152
203
$526K 0.11%
+16,300
204
$524K 0.11%
+14,994
205
$523K 0.11%
+12,326
206
$517K 0.11%
+8,612
207
$515K 0.11%
10,000
208
$512K 0.11%
2,598
+384
209
$509K 0.11%
+7,495
210
$508K 0.11%
+4,341
211
$501K 0.1%
4,087
212
$498K 0.1%
10,000
+2,250
213
$493K 0.1%
5,284
+1,414
214
$487K 0.1%
6,988
-150
215
$486K 0.1%
+3,213
216
$484K 0.1%
+24,414
217
$474K 0.1%
+5,550
218
$472K 0.1%
2,496
+824
219
$472K 0.1%
+1,095
220
$466K 0.1%
21,000
221
$466K 0.1%
1,460
+80
222
$462K 0.1%
+12,021
223
$457K 0.09%
+9,528
224
$455K 0.09%
1,949
+49
225
$446K 0.09%
+916
7 8
9
10 11