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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

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 5.09%
47,974
+1,307
2
$10.8M 3.85%
192,272
+24,420
3
$10.2M 3.63%
327,439
+23,253
4
$9.3M 3.32%
34,124
+7,497
5
$6.73M 2.4%
104,985
+6,759
6
$6.42M 2.29%
46,176
+1,497
7
$5.63M 2.01%
37,266
+1,994
8
$4.61M 1.65%
53,080
+1,540
9
$4.46M 1.59%
23,627
-992
10
$4.3M 1.54%
178,368
-2,002
11
$3.8M 1.36%
32,292
+29
12
$3.46M 1.24%
14,925
+13
13
$3.45M 1.23%
20,072
-75
14
$3.33M 1.19%
66,077
+18,104
15
$3.17M 1.13%
112,309
+2,817
16
$2.56M 0.91%
12,301
+1,259
17
$2.48M 0.89%
21,898
+6,736
18
$2.39M 0.85%
103,390
-16,210
19
$2.38M 0.85%
19,934
+5,742
20
$2.3M 0.82%
37,740
-40
21
$2.28M 0.81%
42,228
-126
22
$2.23M 0.8%
10,828
23
$2.22M 0.79%
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