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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$671K 0.11%
50,000
+20,000
202
$668K 0.11%
8,671
+1,462
203
$659K 0.11%
6,360
+54
204
$657K 0.11%
7,400
-400
205
$645K 0.1%
2,712
+25
206
$636K 0.1%
13,138
+7,838
207
$633K 0.1%
10,060
+660
208
$631K 0.1%
+12,884
209
$625K 0.1%
10,000
210
$622K 0.1%
4,614
-154
211
$620K 0.1%
8,196
-92
212
$617K 0.1%
3,054
+576
213
$611K 0.1%
19,047
-14
214
$587K 0.09%
1,996
215
$585K 0.09%
54,343
+2,045
216
$576K 0.09%
4,540
+81
217
$575K 0.09%
10,137
218
$572K 0.09%
9,388
-726
219
$569K 0.09%
3,762
+1,644
220
$565K 0.09%
+16,521
221
$562K 0.09%
13,095
-1,585
222
$562K 0.09%
19,861
223
$561K 0.09%
11,508
+68
224
$559K 0.09%
7,075
225
$559K 0.09%
11,609
-4
7 8
9
10 11