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
176
$799K 0.12%
2,455
+605
177
$790K 0.12%
4,811
-771
178
$777K 0.12%
9,153
-162
179
$776K 0.12%
1,981
-106
180
$775K 0.12%
12,505
+123
181
$773K 0.12%
11,883
+754
182
$765K 0.12%
11,406
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183
$757K 0.12%
8,028
+985
184
$755K 0.12%
10,789
-53
185
$754K 0.12%
8,524
-4,505
186
$737K 0.11%
5,718
+163
187
$735K 0.11%
13,880
+1,313
188
$733K 0.11%
984
-41
189
$730K 0.11%
6,272
+734
190
$728K 0.11%
3,035
+244
191
$727K 0.11%
2,756
+27
192
$727K 0.11%
10,301
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193
$715K 0.11%
3,363
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194
$714K 0.11%
12,312
+38
195
$706K 0.11%
9,282
-617
196
$704K 0.11%
6,057
-905
197
$697K 0.11%
12,635
-5
198
$696K 0.11%
3,976
199
$692K 0.11%
4,451
200
$689K 0.11%
5,492
-123
6 7
8
9 10