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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 5.09%
47,974
2
$10.8M 3.85%
192,272
3
$10.2M 3.64%
327,439
4
$9.3M 3.32%
34,124
5
$6.73M 2.41%
104,985
6
$6.42M 2.29%
46,176
7
$5.63M 2.01%
37,266
8
$4.61M 1.65%
53,080
9
$4.46M 1.59%
23,627
10
$4.3M 1.54%
178,368
11
$3.8M 1.36%
32,292
12
$3.46M 1.24%
14,925
13
$3.45M 1.23%
20,072
14
$3.33M 1.19%
66,077
15
$3.17M 1.13%
112,309
16
$2.56M 0.91%
12,301
17
$2.48M 0.89%
21,898
18
$2.39M 0.85%
103,390
19
$2.38M 0.85%
19,934
20
$2.3M 0.82%
37,740
21
$2.28M 0.82%
42,228
22
$2.23M 0.8%
10,828
23
$2.22M 0.79%
49,233
24
$2.17M 0.78%
43,949
25
$2.09M 0.75%
43,577
1
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