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
426
$215K 0.03%
3,525
-90
427
$215K 0.03%
1,450
-93
428
$214K 0.03%
+9,836
429
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430
$212K 0.03%
8,803
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431
$211K 0.03%
7,093
+610
432
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+1,268
433
$210K 0.03%
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434
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+2,625
435
$209K 0.03%
4,029
-175
436
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+6,986
437
$208K 0.03%
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438
$208K 0.03%
1,520
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439
$207K 0.03%
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440
$206K 0.03%
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441
$206K 0.03%
2,043
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$206K 0.03%
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443
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444
$203K 0.03%
13,506
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445
$202K 0.03%
+1,694
446
$198K 0.03%
18,343
+56
447
$189K 0.03%
10,339
-1,308
448
$187K 0.03%
11,124
-2,125
449
$179K 0.03%
9,914
+189
450
$173K 0.03%
+2,205
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