VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
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
+$6.59M
2
+$6.15M
3
+$3.26M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.72M
5
EXR icon
Extra Space Storage
EXR
+$1.67M

Top Sells

1
+$2.67M
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
501
– –
-5,782
502
– –
-5,569
503
– –
-1,941
17 18 19 20
21