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
101
$637K 0.26%
+5,802
102
$632K 0.26%
2
103
$626K 0.25%
1,897
+356
104
$594K 0.24%
13,590
+7,861
105
$594K 0.24%
11,921
+817
106
$593K 0.24%
10,327
+2,223
107
$581K 0.23%
11,978
+2,037
108
$569K 0.23%
+25,659
109
$557K 0.22%
+19,444
110
$556K 0.22%
22,314
+7,706
111
$556K 0.22%
4,623
+160
112
$553K 0.22%
6,996
+857
113
$547K 0.22%
4,848
+1,007
114
$544K 0.22%
6,151
+1,220
115
$536K 0.22%
6,960
+747
116
$531K 0.21%
+12,931
117
$521K 0.21%
2,824
+201
118
$518K 0.21%
2,894
-126
119
$517K 0.21%
5,782
+88
120
$511K 0.21%
+13,959
121
$502K 0.2%
+5,579
122
$498K 0.2%
42,582
+10,116
123
$494K 0.2%
9,870
+340
124
$494K 0.2%
8,759
-157
125
$487K 0.2%
3,924
+29
3 4
5
6 7