VF

Vawter Financial Portfolio holdings

AUM $8.85M
1-Year Est. Return 12.1%
This Quarter Est. Return
1 Year Est. Return
+12.1%
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
+$2.97M
2
+$2.55M
3
+$2.19M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.13M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.12M

Top Sells

1
+$79.8K
2
+$67.1K
3
+$52.7K
4
BND icon
Vanguard Total Bond Market
BND
+$51.5K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$48.9K

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