VF
Vawter Financial Portfolio holdings
AUM
$8.85M
1-Year Est. Return
12.1%
1 Year Est. Return
+12.1%
AUM
$178M
AUM Growth
+$12M
(+7.2%)
Holding
107
Top Buys
| 1 | +$3.19M | |
| 2 | +$1.54M | |
| 3 | +$1.2M | |
| 4 |
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
|
+$1.13M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.06M |
Top Sells
| 1 | +$687K | |
| 2 | +$219K | |
| 3 | +$215K | |
| 4 |
Tesla
TSLA
|
+$209K |
| 5 |
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
Danaher
DHR
$153B
| $209K | 0.12% |
1,021
|
|
||
102
VanEck Gold Miners ETF
GDX
$20.6B
| $205K | 0.11% |
+4,450
|
|
||
103
NVIDIA
NVDA
$4.89T
| $202K | 0.11% |
1,864
+216
|
|
||
|
104
Home Depot
HD
$384B
| – | – |
-530
|
|
||
105
iShares S&P Small-Cap 600 Value ETF
IJS
$6.76B
| – | – |
-2,020
|
|
||
|
106
Tesla
TSLA
$1.53T
| – | – |
-517
|
|
||
107
Vanguard Russell 2000 ETF
VTWO
$13.1B
| – | – |
-2,404
|
|