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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$563K 0.11%
+3,343
202
$563K 0.11%
+18,041
203
$558K 0.11%
2,185
-837
204
$558K 0.11%
6,984
-578
205
$553K 0.1%
6,593
-2,772
206
$550K 0.1%
11,549
-60
207
$549K 0.1%
901
-29
208
$548K 0.1%
10,627
-820
209
$543K 0.1%
5,715
210
$538K 0.1%
18,978
+100
211
$535K 0.1%
+22,969
212
$535K 0.1%
+12,787
213
$532K 0.1%
6,468
+108
214
$523K 0.1%
21,915
+12,140
215
$514K 0.1%
+18,589
216
$513K 0.1%
1,073
+1
217
$508K 0.1%
10,641
+4
218
$503K 0.09%
9,965
+577
219
$501K 0.09%
7,305
+230
220
$484K 0.09%
+14,137
221
$484K 0.09%
+3,634
222
$484K 0.09%
+12,524
223
$476K 0.09%
5,800
-1,600
224
$475K 0.09%
18,007
-1,854
225
$470K 0.09%
3,993
+2,253
7 8
9
10 11