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
401
$232K 0.04%
5,198
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402
$232K 0.04%
1,831
-6,099
403
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405
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406
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2,834
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407
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408
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411
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412
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413
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414
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44,037
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420
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421
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1,114
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422
$216K 0.03%
13,515
423
$216K 0.03%
3,070
-20
424
$216K 0.03%
3,539
-1,039
425
$215K 0.03%
1,818
-819
15 16
17
18 19