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
126
$1.25M 0.19%
7,594
-11
127
$1.23M 0.19%
3
128
$1.23M 0.19%
1,467
+61
129
$1.22M 0.19%
19,000
-104
130
$1.21M 0.19%
22,978
+268
131
$1.2M 0.19%
+21,107
132
$1.19M 0.18%
+47,520
133
$1.19M 0.18%
54,490
-4,050
134
$1.18M 0.18%
11,934
-493
135
$1.17M 0.18%
4,477
+284
136
$1.16M 0.18%
2,572
-20
137
$1.12M 0.17%
27,016
+1,334
138
$1.12M 0.17%
24,307
+1,873
139
$1.11M 0.17%
3,271
+50
140
$1.1M 0.17%
9,377
+168
141
$1.1M 0.17%
24,767
+13
142
$1.1M 0.17%
11,487
+2,825
143
$1.09M 0.17%
4,737
-133
144
$1.08M 0.17%
20,615
-12,065
145
$1.07M 0.17%
21,376
+456
146
$1.04M 0.16%
36,522
-5,236
147
$1.03M 0.16%
24,010
-795
148
$1.02M 0.16%
10,014
149
$1.02M 0.16%
3,358
+10
150
$1M 0.16%
9,913
+324
4 5
6
7 8