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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.93M 5.55%
330,677
+25,973
2
$7.29M 4.07%
26,210
+2,237
3
$5.85M 3.27%
56,146
+44,066
4
$5.35M 2.99%
37,081
+1,681
5
$3.61M 2.02%
55,222
-272
6
$3.26M 1.82%
16,036
-5
7
$3.07M 1.72%
30,245
+148
8
$2.97M 1.66%
124,443
-859
9
$2.91M 1.63%
15,057
-124
10
$2.63M 1.47%
19,186
+1,043
11
$2.56M 1.43%
144,570
+400
12
$2.44M 1.37%
29,928
+103
13
$2.44M 1.36%
12,337
+498
14
$2.42M 1.35%
45,193
+258
15
$2.41M 1.35%
15,144
-198
16
$2.34M 1.31%
27,968
+160
17
$2.33M 1.3%
26,903
+1,329
18
$2.15M 1.2%
36,454
+16,564
19
$2.15M 1.2%
52,075
+9,255
20
$2.14M 1.2%
23,210
+379
21
$2.14M 1.2%
9,075
+346
22
$2.12M 1.19%
96,822
+71,526
23
$2.02M 1.13%
33,103
+15,101
24
$1.97M 1.1%
49,408
+992
25
$1.97M 1.1%
33,500
-27,780
1
2 3 4 5