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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 5.23%
46,667
+1,809
2
$9.3M 3.53%
304,186
+4,151
3
$8.35M 3.17%
167,852
-21,644
4
$7.24M 2.75%
26,627
-1,354
5
$6.07M 2.31%
98,226
+3,759
6
$5.99M 2.28%
44,679
+4,359
7
$5.32M 2.02%
35,272
+112
8
$4.92M 1.87%
51,540
+3,180
9
$4.62M 1.75%
24,619
-522
10
$4.45M 1.69%
180,370
-6,365
11
$3.62M 1.37%
32,263
+1,919
12
$3.51M 1.33%
20,147
-127
13
$3.11M 1.18%
14,912
+777
14
$2.96M 1.12%
109,492
+887
15
$2.6M 0.99%
47,139
+319
16
$2.42M 0.92%
47,973
+5,524
17
$2.34M 0.89%
11,042
+1,583
18
$2.3M 0.87%
79,044
+1,164
19
$2.26M 0.86%
10,828
+42
20
$2.26M 0.86%
119,600
+650
21
$2.15M 0.82%
28,078
+1,558
22
$2.15M 0.81%
42,354
+1,035
23
$2.09M 0.8%
39,860
-778
24
$2.04M 0.78%
7,152
-229
25
$2.04M 0.77%
37,780
+820
1
2 3 4 5