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
$639M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$5.99M
3
+$3.25M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.73M
5
EXR icon
Extra Space Storage
EXR
+$1.58M

Top Sells

1
+$2.66M
2
+$1.45M
3
+$1.37M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.32M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.3M

Sector Composition

1 Technology 16.11%
2 Financials 8.44%
3 Consumer Discretionary 7.3%
4 Healthcare 5.61%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$609K 0.09%
2,786
-2,507
227
$608K 0.09%
22,886
+23
228
$603K 0.09%
5,100
229
$600K 0.09%
11,797
-453
230
$595K 0.09%
5,306
-25
231
$595K 0.09%
10,136
-273
232
$589K 0.09%
5,238
-62
233
$586K 0.09%
+11,839
234
$585K 0.09%
5,994
+14
235
$583K 0.09%
+19,354
236
$583K 0.09%
11,017
+212
237
$580K 0.09%
11,516
+2,654
238
$579K 0.09%
7,063
+610
239
$577K 0.09%
12,899
-167
240
$570K 0.09%
4,110
+993
241
$570K 0.09%
14,851
+2,246
242
$569K 0.09%
3,841
-162
243
$569K 0.09%
15,650
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244
$567K 0.09%
55,709
+7,109
245
$567K 0.09%
5,820
-2,875
246
$567K 0.09%
13,504
-673
247
$563K 0.09%
32,268
-64,911
248
$563K 0.09%
8,308
-1,006
249
$560K 0.09%
10,000
250
$560K 0.09%
2,845
+1,107
8 9
10
11 12