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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$711K 0.11%
9,618
+550
202
$710K 0.11%
2,729
-365
203
$707K 0.11%
1,025
+187
204
$703K 0.11%
41,378
-169
205
$702K 0.11%
3,976
206
$700K 0.11%
13,409
-100
207
$699K 0.11%
10,920
+279
208
$698K 0.11%
5,358
-33
209
$698K 0.11%
5,615
+3,605
210
$687K 0.11%
12,640
-620
211
$684K 0.11%
12,274
+462
212
$678K 0.11%
2,791
+226
213
$677K 0.11%
7,043
+441
214
$673K 0.11%
10,489
-103
215
$668K 0.11%
1,626
+102
216
$663K 0.11%
10,435
+2,346
217
$663K 0.11%
12,567
+449
218
$662K 0.11%
17,710
-25
219
$660K 0.11%
13,066
-1,783
220
$645K 0.1%
12,066
+2,571
221
$644K 0.1%
4,451
+27
222
$642K 0.1%
2,708
+102
223
$640K 0.1%
2,212
+1,323
224
$636K 0.1%
9,663
+156
225
$634K 0.1%
12,250
+4,583
7 8
9
10 11