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
251
$554K 0.09%
8,655
+1,389
252
$552K 0.09%
19,861
+40
253
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+11,500
254
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3,610
-343
255
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18,400
256
$537K 0.08%
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+754
257
$535K 0.08%
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258
$532K 0.08%
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259
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6,648
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260
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18,827
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264
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265
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16,000
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270
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11,200
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272
$477K 0.07%
1,763
273
$475K 0.07%
7,790
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274
$472K 0.07%
11,127
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275
$471K 0.07%
10,327
-195
9 10
11
12 13