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
76
$1.84M 0.29%
15,604
+618
77
$1.8M 0.28%
70,131
78
$1.8M 0.28%
5,372
-392
79
$1.79M 0.28%
28,267
-3,096
80
$1.75M 0.27%
9,032
-232
81
$1.75M 0.27%
6,264
+336
82
$1.75M 0.27%
7,645
-208
83
$1.74M 0.27%
24,732
-417
84
$1.73M 0.27%
5,018
+152
85
$1.73M 0.27%
19,244
+401
86
$1.73M 0.27%
+28,775
87
$1.68M 0.26%
8,770
-34
88
$1.68M 0.26%
15,372
-717
89
$1.67M 0.26%
6,914
-120
90
$1.63M 0.25%
14,819
+1,039
91
$1.62M 0.25%
5,158
+18
92
$1.61M 0.25%
14,967
-246
93
$1.59M 0.25%
5,697
+318
94
$1.58M 0.25%
+9,437
95
$1.58M 0.24%
5,491
+202
96
$1.55M 0.24%
5,920
+4
97
$1.55M 0.24%
21,636
+868
98
$1.54M 0.24%
59,498
-2,726
99
$1.53M 0.24%
18,566
+3,748
100
$1.5M 0.23%
8,987
+101
2 3
4
5 6