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
26
$3.82M 0.59%
24,852
+2,819
27
$3.74M 0.58%
17,120
+1,129
28
$3.74M 0.58%
74,441
+4,171
29
$3.57M 0.55%
13,149
-10
30
$3.52M 0.54%
24,590
-410
31
$3.48M 0.54%
23,155
+198
32
$3.4M 0.53%
32,168
+9,847
33
$3.29M 0.51%
52,806
-2,611
34
$3.25M 0.5%
+39,663
35
$3.25M 0.5%
57,030
-8,420
36
$3.24M 0.5%
6,278
-1,012
37
$3.16M 0.49%
5,530
-235
38
$3.14M 0.49%
18,543
-441
39
$3.12M 0.48%
50,495
+2,643
40
$2.93M 0.45%
4,800
+5
41
$2.9M 0.45%
16,539
-477
42
$2.86M 0.44%
37,878
+18,649
43
$2.84M 0.44%
17,610
-2,113
44
$2.74M 0.42%
4,753
-122
45
$2.72M 0.42%
7,657
+37
46
$2.7M 0.42%
7,960
-647
47
$2.7M 0.42%
7,760
+444
48
$2.61M 0.4%
61,534
-538
49
$2.6M 0.4%
19,520
-940
50
$2.59M 0.4%
9,457
-279
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