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
$106M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$781K
2
+$755K
3
+$485K
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$407K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$399K

Top Sells

1
+$344K
2
+$210K
3
+$69.9K
4
AVGO icon
Broadcom
AVGO
+$36.6K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$28.6K

Sector Composition

1 Technology 3.48%
2 Healthcare 1.25%
3 Financials 0.84%
4 Consumer Discretionary 0.55%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$919K 0.87%
1,602
+16
27
$911K 0.86%
19,072
+4,289
28
$836K 0.79%
27,132
+2,654
29
$756K 0.71%
17,883
+1,627
30
$736K 0.69%
8,827
+71
31
$680K 0.64%
767
+13
32
$662K 0.62%
12,530
+1,463
33
$639K 0.6%
12,082
-205
34
$622K 0.59%
7,165
-92
35
$619K 0.58%
5,748
-123
36
$516K 0.49%
895
+6
37
$488K 0.46%
14,302
-150
38
$477K 0.45%
6,809
+3
39
$459K 0.43%
15,090
-1
40
$453K 0.43%
3,731
+1,042
41
$412K 0.39%
5,235
+1,322
42
$411K 0.39%
2,538
+62
43
$410K 0.39%
12,173
44
$383K 0.36%
978
+11
45
$378K 0.36%
3,001
+80
46
$365K 0.34%
12,277
47
$360K 0.34%
113,708
+110,044
48
$334K 0.31%
1,276
+17
49
$323K 0.3%
2,754
+6
50
$323K 0.3%
701
-47
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