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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$633K 0.12%
9,507
-7,854
202
$628K 0.12%
2,267
-100
203
$625K 0.11%
+17,735
204
$619K 0.11%
5,391
+87
205
$619K 0.11%
22,900
-25
206
$618K 0.11%
2,606
207
$617K 0.11%
+17,350
208
$612K 0.11%
6,209
+2,779
209
$606K 0.11%
+17,686
210
$606K 0.11%
+22,527
211
$602K 0.11%
9,068
+2,702
212
$598K 0.11%
11,812
-209
213
$597K 0.11%
2,945
+449
214
$597K 0.11%
8,907
+87
215
$596K 0.11%
12,118
+573
216
$595K 0.11%
6,602
+3
217
$593K 0.11%
+14,205
218
$584K 0.11%
4,424
-18
219
$583K 0.11%
2,565
+559
220
$582K 0.11%
10,566
-432
221
$580K 0.11%
6,503
222
$577K 0.11%
10,539
-9,972
223
$570K 0.1%
+3,222
224
$569K 0.1%
5,900
-53
225
$569K 0.1%
5,579
+427
7 8
9
10 11