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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.43M 4.5%
304,704
+4,150
2
$7.59M 4.05%
180,968
-28,704
3
$6.31M 3.37%
40,676
+1,549
4
$6.2M 3.31%
23,973
+1,263
5
$4.7M 2.51%
35,400
+3,627
6
$3.07M 1.64%
61,280
-300
7
$2.95M 1.58%
55,494
-28
8
$2.93M 1.56%
125,302
-2,207
9
$2.8M 1.49%
144,170
+4,530
10
$2.76M 1.47%
15,181
-468
11
$2.67M 1.42%
30,097
+2,514
12
$2.5M 1.34%
16,041
-549
13
$2.38M 1.27%
81,314
-7,973
14
$2.38M 1.27%
71,181
+975
15
$2.37M 1.27%
43,780
-1,304
16
$2.37M 1.26%
29,825
+1,926
17
$2.31M 1.23%
44,935
-1,208
18
$2.14M 1.14%
18,143
+584
19
$2.14M 1.14%
22,831
+484
20
$2.13M 1.14%
12,917
-1,563
21
$2.11M 1.13%
40,036
+1,146
22
$2.11M 1.13%
15,342
+144
23
$2.08M 1.11%
8,729
+69
24
$2.04M 1.09%
11,839
+199
25
$2.04M 1.09%
31,576
-26
1
2 3 4 5