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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 5.18%
38,951
+8,235
2
$9.11M 4.63%
314,298
-28,569
3
$6.86M 3.49%
180,636
+1,416
4
$5M 2.54%
37,611
-3,501
5
$4.82M 2.45%
91,055
+81,950
6
$4.78M 2.43%
19,994
+17,318
7
$4.64M 2.36%
44,466
+11,095
8
$4.45M 2.26%
+183,671
9
$3.24M 1.65%
20,404
-106
10
$3.02M 1.54%
29,913
+12,481
11
$2.61M 1.33%
19,058
-1,140
12
$2.5M 1.27%
12,509
-189
13
$2.47M 1.25%
42,448
-1,742
14
$2.36M 1.2%
43,660
+9,920
15
$2.36M 1.2%
9,533
+133
16
$2.32M 1.18%
13,058
+570
17
$2.29M 1.16%
14,157
+10,867
18
$2M 1.02%
33,529
+188
19
$2M 1.02%
92,070
-3,762
20
$1.98M 1.01%
27,094
-1,089
21
$1.95M 0.99%
10,027
+1,540
22
$1.95M 0.99%
45,072
-48
23
$1.94M 0.99%
26,936
-730
24
$1.93M 0.98%
35,387
+488
25
$1.93M 0.98%
75,256
+4,724
1
2 3 4 5