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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.78M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.59M
5
ALK icon
Alaska Air
ALK
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.41%
2 Industrials 8.95%
3 Financials 8.45%
4 Communication Services 7.05%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.78M 5.43%
+248,432
2
$4.78M 3.83%
+61,512
3
$2.81M 2.25%
+37,702
4
$2.59M 2.07%
+23,412
5
$2.57M 2.05%
+31,200
6
$2.53M 2.02%
+35,785
7
$2.44M 1.95%
+26,460
8
$2.35M 1.88%
+27,898
9
$2.34M 1.87%
+61,598
10
$2.15M 1.72%
+21,499
11
$2.1M 1.68%
+31,743
12
$2.1M 1.68%
+119,000
13
$2.08M 1.66%
+42,795
14
$2.03M 1.63%
+66,688
15
$2.03M 1.62%
+52,400
16
$1.83M 1.46%
+16,422
17
$1.81M 1.45%
+18,354
18
$1.81M 1.45%
+43,765
19
$1.78M 1.43%
+39,741
20
$1.78M 1.42%
+59,575
21
$1.72M 1.37%
+16,487
22
$1.69M 1.35%
+31,983
23
$1.67M 1.34%
+50,958
24
$1.67M 1.34%
+8,109
25
$1.64M 1.31%
+21,061
1
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