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
$126M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$985K
3
+$683K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$627K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$565K

Top Sells

1
+$439K
2
+$232K
3
+$211K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$206K
5
XBAP icon
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
+$114K

Sector Composition

1 Technology 3.99%
2 Consumer Discretionary 1.28%
3 Consumer Staples 1.27%
4 Healthcare 1.05%
5 Communication Services 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$918K 0.73%
29,408
+199
27
$899K 0.71%
2,396
-95
28
$886K 0.7%
1,584
-80
29
$875K 0.69%
4,597
+142
30
$852K 0.67%
24,409
-3,265
31
$745K 0.59%
2,877
+143
32
$724K 0.57%
11,816
+3,681
33
$713K 0.56%
6,583
-408
34
$669K 0.53%
8,104
35
$597K 0.47%
11,738
-36
36
$579K 0.46%
11,329
-798
37
$574K 0.45%
5,892
+79
38
$573K 0.45%
694
-84
39
$553K 0.44%
7,054
-90
40
$508K 0.4%
904
+26
41
$483K 0.38%
3,124
+28
42
$476K 0.38%
1,651
-15
43
$454K 0.36%
14,203
-53
44
$453K 0.36%
15,818
-1,035
45
$447K 0.35%
6,566
-10
46
$442K 0.35%
2,664
+63
47
$433K 0.34%
12,173
48
$424K 0.34%
5,423
+16
49
$392K 0.31%
736
-54
50
$368K 0.29%
11,496
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