VPWA
Vestia Personal Wealth Advisors Portfolio holdings
AUM
$146M
This Quarter Return
+0.13%
1 Year Return
+13.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$93.7M
AUM Growth
–
Cap. Flow
+$93.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.66%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
