VF
Vawter Financial Portfolio holdings
AUM
$220M
1-Year Est. Return
11.36%
1 Year Est. Return
+11.36%
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
Vanguard Russell 2000 Value ETF
VTWV
$881M
| – | – |
-3,261
|
|
||
102
Vanguard Growth ETF
VUG
$200B
| – | – |
-993
|
|
||
103
Vanguard Total International Stock ETF
VXUS
$115B
| – | – |
-9,794
|
|
||
104
Exxon Mobil
XOM
$497B
| – | – |
-1,932
|
|