VF
Vawter Financial Portfolio holdings
AUM
$8.85M
1-Year Est. Return
12.1%
1 Year Est. Return
+12.1%
AUM
$8.85M
AUM Growth
-$170M
(-95%)
Holding
104
Top Sells
| 1 | +$12.8M | |
| 2 | +$11.1M | |
| 3 | +$10.5M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$10.5M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$9.34M |
Sector Composition
| 1 | Financials | 6.3% |
| 2 | Technology | 6.15% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
| – | – |
-31,709
|
|
||
102
Schwab International Equity ETF
SCHF
$53.2B
| – | – |
-13,128
|
|
||
103
Schwab US Large-Cap Value ETF
SCHV
$14.1B
| – | – |
-19,848
|
|
||
104
Schwab International Dividend Equity ETF
SCHY
$1.35B
| – | – |
-20,374
|
|