VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Return
24.49%
This Quarter Return
+12.48%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$248M
AUM Growth
+$51M
(+26%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
11.67%
Top 10 Holdings %
Top 10 Hldgs %
28.08%
Holding
288
New
74
Increased
100
Reduced
65
Closed
32
Top Buys
| 1 |
Amazon
AMZN
|
$4.63M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.14M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.73M |
| 4 |
Invesco Emerging Markets Sovereign Debt ETF
PCY
|
$1.67M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.66M |
Top Sells
| 1 |
iShares Convertible Bond ETF
ICVT
|
$2.01M |
| 2 |
Citizens Financial Group
CFG
|
$1.31M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$1.28M |
| 4 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$932K |
| 5 |
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% |
