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
51
$2.58M 0.4%
47,727
+1,149
52
$2.57M 0.4%
42,185
+2,371
53
$2.5M 0.39%
45,872
+2,202
54
$2.49M 0.39%
38,607
+4,116
55
$2.49M 0.38%
29,099
-4,390
56
$2.47M 0.38%
9,595
-491
57
$2.47M 0.38%
17,362
-354
58
$2.42M 0.37%
17,712
+392
59
$2.33M 0.36%
39,693
-1,599
60
$2.27M 0.35%
30,258
+1,218
61
$2.21M 0.34%
42,295
-3,836
62
$2.13M 0.33%
29,055
-918
63
$2.1M 0.33%
23,275
+237
64
$2.1M 0.33%
13,431
-96
65
$2.1M 0.32%
8,072
-369
66
$2.09M 0.32%
94,705
-391
67
$2.02M 0.31%
40,192
+1,074
68
$2.01M 0.31%
37,515
+26,880
69
$1.98M 0.31%
37,146
+17,495
70
$1.93M 0.3%
14,220
+90
71
$1.92M 0.3%
9,785
+237
72
$1.92M 0.3%
21,976
+284
73
$1.9M 0.29%
34,192
+646
74
$1.86M 0.29%
81,473
+43,291
75
$1.85M 0.29%
90,550
-5,273
1 2
3
4 5