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VF
Vawter Financial Portfolio holdings
AUM
$238M
1-Year Est. Return
16.9%
This Fund
S&P 500
1 Year Est. Return
+16.9%
AUM
$238M
AUM Growth
+$780K
(+0.33%)
Holding
128
Top Buys
| 1 | +$1.36M | |
| 2 | +$999K | |
| 3 | +$819K | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$699K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$601K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$852K | |
| 3 | +$642K | |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
+$513K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$470K |
Sector Composition
| 1 | Financials | 2.86% |
| 2 | Technology | 2.31% |
| 3 | Healthcare | 1.39% |
| 4 | Energy | 0.64% |
| 5 | Industrials | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Rocket Companies
RKT
$39.4B
| – | – |
-67,625
|
|
||
127
Schwab International Equity ETF
SCHF
$67B
| – | – |
-9,033
|
|
||
128
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.35B
| – | – |
-831
|
|