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
176
$307K 0.12%
7,662
-663
177
$306K 0.12%
+11,555
178
$305K 0.12%
3,629
+302
179
$304K 0.12%
+3,504
180
$298K 0.12%
2,039
-137
181
$298K 0.12%
6,416
-428
182
$298K 0.12%
2,228
+151
183
$295K 0.12%
4,970
+204
184
$290K 0.12%
3,260
+250
185
$289K 0.12%
+1,499
186
$289K 0.12%
5,652
+8
187
$289K 0.12%
+1,375
188
$281K 0.11%
9,699
-78
189
$278K 0.11%
3,917
190
$273K 0.11%
+5,269
191
$272K 0.11%
+3,794
192
$272K 0.11%
+3,163
193
$271K 0.11%
2,686
-200
194
$267K 0.11%
7,318
195
$263K 0.11%
4,254
-889
196
$263K 0.11%
+1,313
197
$261K 0.11%
5,615
198
$260K 0.11%
+1,385
199
$260K 0.11%
+1,185
200
$256K 0.1%
7,732
-480
6 7
8
9 10