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
201
$685K 0.11%
3,113
-271
202
$684K 0.11%
5,334
-218
203
$683K 0.11%
5,371
+13
204
$679K 0.11%
12,429
-3,575
205
$673K 0.1%
2,293
+81
206
$666K 0.1%
28,100
-6,000
207
$664K 0.1%
7,728
+337
208
$663K 0.1%
12,917
+82
209
$661K 0.1%
27,208
-1,904
210
$649K 0.1%
3,559
-458
211
$648K 0.1%
3,862
-59
212
$646K 0.1%
11,893
+1,458
213
$644K 0.1%
1,516
-110
214
$642K 0.1%
10,234
+1,588
215
$638K 0.1%
2,660
-48
216
$633K 0.1%
14,674
+1,057
217
$628K 0.1%
10,059
+396
218
$622K 0.1%
10,037
-883
219
$622K 0.1%
4,598
+160
220
$619K 0.1%
4,851
+304
221
$619K 0.1%
5,997
+266
222
$614K 0.1%
28,262
+1,388
223
$613K 0.09%
2,587
-1,032
224
$610K 0.09%
12,331
-454
225
$610K 0.09%
8,262
-500
7 8
9
10 11