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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$470K 0.09%
4,164
+439
202
$464K 0.09%
7,305
+129
203
$462K 0.09%
4,749
+39
204
$460K 0.09%
2,683
-65
205
$459K 0.09%
9,527
206
$455K 0.09%
15,961
-952
207
$453K 0.08%
8,588
208
$451K 0.08%
6,198
-6,769
209
$451K 0.08%
1,887
+122
210
$450K 0.08%
+11,084
211
$446K 0.08%
6,987
212
$446K 0.08%
+13,177
213
$444K 0.08%
2,592
-9
214
$442K 0.08%
9,843
-524
215
$441K 0.08%
1,546
+6
216
$439K 0.08%
4,807
+4
217
$435K 0.08%
2,131
+17
218
$433K 0.08%
4,933
+129
219
$431K 0.08%
48,950
+18,900
220
$431K 0.08%
1,741
221
$427K 0.08%
2,591
-139
222
$423K 0.08%
2,594
-118
223
$422K 0.08%
11,295
224
$419K 0.08%
13,652
-413
225
$419K 0.08%
6,040
-47
7 8
9
10 11