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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 4.98%
342,867
+12,190
2
$10.1M 4.67%
+179,220
3
$8.93M 4.12%
30,716
+4,506
4
$6.55M 3.03%
61,326
+5,180
5
$6.14M 2.84%
41,112
+4,031
6
$3.82M 1.76%
33,371
+3,126
7
$3.8M 1.76%
+20,510
8
$3.19M 1.48%
44,190
-11,032
9
$3.04M 1.4%
20,198
+1,012
10
$2.77M 1.28%
+27,700
11
$2.62M 1.21%
+12,698
12
$2.59M 1.2%
12,488
+151
13
$2.51M 1.16%
9,400
+5,086
14
$2.46M 1.14%
28,183
+1,280
15
$2.44M 1.13%
7,624
+39
16
$2.37M 1.1%
27,666
-302
17
$2.36M 1.09%
95,832
-990
18
$2.29M 1.06%
9,508
+433
19
$2.27M 1.05%
45,120
-73
20
$2.2M 1.02%
14,730
-414
21
$2.2M 1.02%
119,677
-4,766
22
$2.2M 1.02%
52,264
+189
23
$2.1M 0.97%
23,307
+97
24
$2.08M 0.96%
+70,532
25
$2.03M 0.94%
33,740
+240
1
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