VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$2.03M
3
+$1.86M
4
AFL icon
Aflac
AFL
+$1.85M
5
WPC icon
W.P. Carey
WPC
+$1.53M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 5.12%
47,974
+1,307
2
$10.8M 3.87%
192,272
+24,420
3
$10.2M 3.66%
327,439
+23,253
4
$9.3M 3.35%
34,124
+7,497
5
$6.73M 2.42%
104,985
+6,759
6
$6.42M 2.31%
46,176
+1,497
7
$5.63M 2.02%
37,266
+1,994
8
$4.61M 1.66%
53,080
+1,540
9
$4.46M 1.6%
23,627
-992
10
$4.3M 1.55%
178,368
-2,002
11
$3.8M 1.37%
32,292
+29
12
$3.46M 1.25%
14,925
+13
13
$3.45M 1.24%
20,072
-75
14
$3.33M 1.2%
66,077
+18,104
15
$3.17M 1.14%
112,309
+2,817
16
$2.56M 0.92%
12,301
+1,259
17
$2.48M 0.89%
21,898
+6,736
18
$2.39M 0.86%
103,390
-16,210
19
$2.38M 0.86%
19,934
+5,742
20
$2.3M 0.83%
37,740
-40
21
$2.28M 0.82%
42,228
-126
22
$2.23M 0.8%
10,828
23
$2.22M 0.8%
49,233
+1,658
24
$2.17M 0.78%
43,949
-3,190
25
$2.09M 0.75%
43,577
+266
1
2 3 4 5