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
51
$300K 0.32%
+3,913
52
$294K 0.31%
+1,300
53
$292K 0.31%
+1,602
54
$289K 0.31%
+7,662
55
$288K 0.31%
+10,423
56
$288K 0.31%
+6,581
57
$283K 0.3%
+6,823
58
$272K 0.29%
+1,247
59
$259K 0.28%
+1,417
60
$257K 0.27%
+4,036
61
$249K 0.27%
+1,259
62
$245K 0.26%
+2,651
63
$244K 0.26%
+9,432
64
$243K 0.26%
+1,515
65
$235K 0.25%
+3,664
66
$220K 0.23%
+8,396
67
$215K 0.23%
+2,212
68
$215K 0.23%
+1,111
69
$214K 0.23%
+2,558
70
$213K 0.23%
+805
71
$207K 0.22%
+3,256
72
$124K 0.13%
+19,537
73
$71.5K 0.08%
+71,521
74
$19.5K 0.02%
+15,718
1 2
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