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
326
$366K 0.06%
14,333
-10,855
327
$361K 0.06%
10,847
+218
328
$359K 0.06%
19,200
-3,200
329
$358K 0.06%
11,339
+1,618
330
$357K 0.06%
21,164
-810
331
$350K 0.05%
15,857
-405
332
$349K 0.05%
9,500
+1,000
333
$347K 0.05%
1,360
334
$346K 0.05%
8,093
-888
335
$343K 0.05%
3,489
+496
336
$334K 0.05%
2,200
-44
337
$333K 0.05%
3,244
-800
338
$333K 0.05%
500
339
$329K 0.05%
3,547
+859
340
$327K 0.05%
6,599
+289
341
$327K 0.05%
6,520
+4
342
$326K 0.05%
4,024
-426
343
$326K 0.05%
7,169
+1,615
344
$326K 0.05%
4,596
+160
345
$324K 0.05%
4,449
+69
346
$319K 0.05%
1,116
-115
347
$319K 0.05%
6,658
-205
348
$318K 0.05%
6,301
-4,025
349
$316K 0.05%
9,172
+1,554
350
$314K 0.05%
2,520
+100
12 13
14
15 16