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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart Inc
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$446K 0.09%
10,369
-13,562
202
$444K 0.09%
627
+83
203
$443K 0.09%
1,741
+31
204
$440K 0.09%
5,263
-155
205
$439K 0.09%
8,588
206
$437K 0.09%
11,047
207
$437K 0.09%
12,784
-2,556
208
$435K 0.09%
2,634
+546
209
$432K 0.09%
4,803
-1,020
210
$431K 0.09%
2,748
+18
211
$431K 0.09%
23,859
-7,399
212
$430K 0.09%
19,130
213
$428K 0.09%
1,765
+34
214
$425K 0.09%
2,712
+400
215
$421K 0.09%
7,176
-1,107
216
$418K 0.09%
+3,245
217
$416K 0.09%
4,179
-4,155
218
$413K 0.09%
+6,087
219
$412K 0.09%
7,322
+2,300
220
$409K 0.08%
6,987
-15,675
221
$408K 0.08%
14,700
+200
222
$406K 0.08%
3,725
-241
223
$405K 0.08%
+19,748
224
$403K 0.08%
2,730
+440
225
$399K 0.08%
4,484
+427
7 8
9
10 11