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VF

Vawter Financial Portfolio holdings

AUM $238M
1-Year Est. Return 16.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.6M
3
+$11.4M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.3M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.8%
2 Technology 2.19%
3 Healthcare 1.43%
4 Energy 0.53%
5 Industrials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.19%
+3,500
77
$415K 0.19%
+4,444
78
$415K 0.19%
+2,661
79
$360K 0.16%
+3,425
80
$359K 0.16%
+6,482
81
$351K 0.16%
+9,645
82
$349K 0.16%
+377
83
$347K 0.16%
+1,152
84
$346K 0.16%
+5,327
85
$343K 0.16%
+4,879
86
$341K 0.15%
+15,250
87
$340K 0.15%
+4,450
88
$327K 0.15%
+11,708
89
$313K 0.14%
+1,042
90
$304K 0.14%
+6,644
91
$298K 0.14%
+1,939
92
$271K 0.12%
+2,403
93
$263K 0.12%
+740
94
$258K 0.12%
+1,823
95
$254K 0.12%
+1,800
96
$253K 0.11%
+2,710
97
$252K 0.11%
+2,725
98
$251K 0.11%
+4,789
99
$246K 0.11%
+5,254
100
$241K 0.11%
+2,492
1 2 3
4
5