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
126
$487K 0.2%
2,425
+26
127
$485K 0.2%
8,681
+396
128
$480K 0.19%
27,308
-230
129
$475K 0.19%
39,775
+1,395
130
$474K 0.19%
+4,187
131
$472K 0.19%
6,613
+907
132
$462K 0.19%
14,863
+1,287
133
$453K 0.18%
1,992
+129
134
$448K 0.18%
6,439
+1,012
135
$444K 0.18%
4,380
+187
136
$435K 0.18%
4,843
+692
137
$432K 0.17%
11,700
-700
138
$429K 0.17%
3,091
-115
139
$416K 0.17%
3,696
+584
140
$414K 0.17%
86,400
-6,080
141
$407K 0.16%
4,653
+499
142
$402K 0.16%
3,862
-530
143
$401K 0.16%
5,524
+259
144
$400K 0.16%
7,698
+265
145
$393K 0.16%
+5,515
146
$393K 0.16%
10,456
+1,848
147
$390K 0.16%
2,417
-19
148
$389K 0.16%
+2,378
149
$382K 0.15%
5,785
+1,703
150
$378K 0.15%
2,720
-540
4 5
6
7 8