VPWA

Vestia Personal Wealth Advisors Portfolio holdings

AUM $173M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.58M
3
+$7.81M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.39M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$6.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.52%
2 Healthcare 1.14%
3 Consumer Discretionary 0.49%
4 Financials 0.46%
5 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$784K 0.84%
+31,850
27
$708K 0.75%
+24,478
28
$695K 0.74%
+14,783
29
$683K 0.73%
+754
30
$670K 0.72%
+8,756
31
$664K 0.71%
+16,256
32
$599K 0.64%
+12,287
33
$571K 0.61%
+5,871
34
$568K 0.61%
+7,257
35
$547K 0.58%
+11,067
36
$487K 0.52%
+889
37
$459K 0.49%
+14,452
38
$452K 0.48%
+6,806
39
$435K 0.46%
+15,091
40
$394K 0.42%
+12,173
41
$362K 0.39%
+2,476
42
$359K 0.38%
+12,277
43
$344K 0.37%
+2,563
44
$343K 0.37%
+2,921
45
$333K 0.36%
+1,355
46
$332K 0.35%
+2,689
47
$324K 0.35%
+2,010
48
$322K 0.34%
+967
49
$316K 0.34%
+2,748
50
$304K 0.32%
+748
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