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
$248M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$2.14M
3
+$1.73M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.67M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.66M

Top Sells

1
+$2M
2
+$1.31M
3
+$1.28M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$932K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$822K

Sector Composition

1 Technology 12.61%
2 Financials 8.86%
3 Industrials 7.06%
4 Healthcare 5.73%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.53%
+4,989
52
$1.3M 0.52%
12,556
+1,761
53
$1.29M 0.52%
22,694
+1,925
54
$1.26M 0.51%
+18,362
55
$1.25M 0.5%
23,524
-519
56
$1.24M 0.5%
29,778
+3,098
57
$1.23M 0.5%
4,193
-438
58
$1.22M 0.49%
8,739
+410
59
$1.22M 0.49%
8,945
+1,002
60
$1.19M 0.48%
9,764
-205
61
$1.16M 0.47%
29,285
+3,175
62
$1.14M 0.46%
+10,443
63
$1.1M 0.45%
17,935
-777
64
$1.09M 0.44%
25,113
+6,397
65
$1.08M 0.44%
27,845
+546
66
$1.08M 0.44%
14,064
-2,862
67
$1.06M 0.43%
+13,141
68
$1.05M 0.43%
12,784
+160
69
$1.05M 0.42%
9,704
-6,267
70
$1.04M 0.42%
40,571
-9,210
71
$1.04M 0.42%
59,706
+2,898
72
$955K 0.39%
2,521
+285
73
$945K 0.38%
32,238
-490
74
$922K 0.37%
21,157
+725
75
$900K 0.36%
5,431
-80
1 2
3
4 5