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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.82M 4.98%
38,852
+2,383
2
$9.81M 4.97%
329,374
+15,277
3
$8.09M 4.1%
209,892
+1,460
4
$7.38M 3.74%
272,053
+3,521
5
$5.67M 2.87%
22,446
+2,248
6
$5.4M 2.74%
37,210
-5,510
7
$4.83M 2.45%
65,042
+1,871
8
$3.91M 1.98%
30,155
-847
9
$2.98M 1.51%
38,533
+1,228
10
$2.98M 1.51%
60,320
+2,340
11
$2.93M 1.49%
158,510
-33,150
12
$2.86M 1.45%
16,545
-382
13
$2.79M 1.41%
16,333
+11,543
14
$2.75M 1.39%
41,660
+966
15
$2.7M 1.37%
55,684
+45,058
16
$2.67M 1.35%
69,401
+1,412
17
$2.64M 1.34%
47,224
+888
18
$2.6M 1.32%
13,979
+790
19
$2.54M 1.29%
137,265
+5,362
20
$2.48M 1.26%
17,093
+749
21
$2.48M 1.26%
97,654
-996
22
$2.28M 1.16%
39,215
+1,390
23
$2.22M 1.13%
47,321
+1,320
24
$2.14M 1.08%
41,022
+838
25
$2.1M 1.07%
32,602
+1,038
1
2 3 4 5