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
251
$110K 0.04%
11,039
-3,288
252
$107K 0.04%
12,391
+2,000
253
$81K 0.03%
1,442
254
$76K 0.03%
127
-3
255
$16K 0.01%
28,850
256
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-1,427
257
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-27,024
258
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-3,398
259
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-7,050
260
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-642
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-2,569
262
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-40,682
263
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264
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265
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266
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-2,346
267
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-4,942
268
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269
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-4,271
270
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271
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-847
272
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273
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274
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-6,412
275
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-3,456
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