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
151
$378K 0.15%
5,986
+136
152
$378K 0.15%
6,165
+100
153
$377K 0.15%
4,888
+322
154
$368K 0.15%
+8,697
155
$363K 0.15%
+2,046
156
$361K 0.15%
+7,002
157
$359K 0.15%
+30,828
158
$358K 0.14%
4,300
+50
159
$355K 0.14%
+1,436
160
$354K 0.14%
5,010
161
$347K 0.14%
+9,837
162
$346K 0.14%
8,995
+1,140
163
$345K 0.14%
+20,332
164
$341K 0.14%
+8,453
165
$329K 0.13%
1,170
+151
166
$323K 0.13%
4,657
+800
167
$323K 0.13%
+3,748
168
$321K 0.13%
2,404
-15
169
$320K 0.13%
+3,139
170
$317K 0.13%
+5,796
171
$316K 0.13%
9,922
172
$315K 0.13%
3,104
-456
173
$314K 0.13%
3,516
-30
174
$309K 0.12%
+10,051
175
$309K 0.12%
5,050
+970
5 6
7
8 9