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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$670K 0.1%
3,011
+225
202
$669K 0.1%
7,773
+45
203
$666K 0.1%
10,114
-120
204
$665K 0.1%
8,288
-994
205
$664K 0.1%
22,920
+34
206
$657K 0.1%
6,683
-2,965
207
$655K 0.1%
46,248
+11,035
208
$646K 0.09%
3,534
-25
209
$641K 0.09%
5,100
210
$640K 0.09%
2,478
+89
211
$638K 0.09%
10,276
-1,617
212
$636K 0.09%
+23,595
213
$632K 0.09%
5,372
+1
214
$629K 0.09%
4,024
-4,963
215
$625K 0.09%
9,400
+1,730
216
$624K 0.09%
3,976
217
$624K 0.09%
5,948
-46
218
$624K 0.09%
1,802
-491
219
$615K 0.09%
10,000
220
$608K 0.09%
7,209
+146
221
$606K 0.09%
4,451
222
$604K 0.09%
7,075
-2,683
223
$603K 0.09%
+15,725
224
$600K 0.09%
28,073
-189
225
$599K 0.09%
5,199
-107
7 8
9
10 11