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
$248M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$2.14M
3
+$1.73M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.67M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.66M

Top Sells

1
+$2M
2
+$1.31M
3
+$1.28M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$932K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$822K

Sector Composition

1 Technology 12.61%
2 Financials 8.86%
3 Industrials 7.06%
4 Healthcare 5.73%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$221K 0.09%
+4,676
227
$220K 0.09%
+1,858
228
$219K 0.09%
6,964
-178
229
$218K 0.09%
+2,699
230
$216K 0.09%
+2,484
231
$215K 0.09%
+2,970
232
$215K 0.09%
+8,016
233
$213K 0.09%
6,540
+351
234
$212K 0.09%
+2,920
235
$208K 0.08%
+2,277
236
$208K 0.08%
+1,964
237
$207K 0.08%
+768
238
$206K 0.08%
+1,660
239
$205K 0.08%
+9,326
240
$202K 0.08%
+7,836
241
$202K 0.08%
+2,337
242
$201K 0.08%
+1,143
243
$200K 0.08%
+5,909
244
$187K 0.08%
18,850
245
$184K 0.07%
511
-146
246
$182K 0.07%
+3,957
247
$124K 0.05%
15,049
+79
248
$120K 0.05%
2,932
249
$113K 0.05%
1,770
250
$112K 0.05%
+11,240
8 9
10
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