VF

Vawter Financial Portfolio holdings

AUM $220M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.54M
3
+$1.2M
4
BBHY icon
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
+$1.13M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.06M

Top Sells

1
+$687K
2
+$219K
3
+$215K
4
TSLA icon
Tesla
TSLA
+$209K
5
HD icon
Home Depot
HD
+$206K

Sector Composition

1 Financials 4.51%
2 Healthcare 1.88%
3 Technology 1.77%
4 Energy 0.66%
5 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.12%
1,021
102
$205K 0.11%
+4,450
103
$202K 0.11%
1,864
+216
104
– –
-530
105
– –
-2,020
106
– –
-517
107
– –
-2,404
1 2 3 4
5