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
201
$256K 0.1%
+2,154
202
$256K 0.1%
+2,940
203
$251K 0.1%
+1,969
204
$251K 0.1%
+1,015
205
$248K 0.1%
+7,890
206
$247K 0.1%
8,163
-4,875
207
$247K 0.1%
3,270
208
$247K 0.1%
3,205
-967
209
$242K 0.1%
17,845
210
$242K 0.1%
+1,877
211
$239K 0.1%
+2,353
212
$239K 0.1%
4,504
213
$239K 0.1%
5,076
+540
214
$239K 0.1%
+500
215
$237K 0.1%
+3,052
216
$234K 0.09%
+4,142
217
$233K 0.09%
2,422
+2
218
$232K 0.09%
3,224
-106
219
$232K 0.09%
8,492
-1,092
220
$230K 0.09%
14,970
-150
221
$229K 0.09%
9,605
-4,540
222
$229K 0.09%
+1,643
223
$227K 0.09%
+1,951
224
$224K 0.09%
4,196
225
$222K 0.09%
+1,380
7 8
9
10 11