VF

Vawter Financial Portfolio holdings

AUM $237M
1-Year Est. Return 14.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.29M
3
+$2.1M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.92M

Top Sells

1
+$77.6K
2
+$62.1K
3
+$49.4K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.2K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$46.9K

Sector Composition

1 Financials 2.15%
2 Technology 2.1%
3 Healthcare 1.77%
4 Real Estate 0.65%
5 Energy 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.16%
+2,710
77
$129K 0.1%
+10,145
78
$63.4K 0.05%
+3,125
1 2 3
4