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
51
$316K 0.3%
7,662
52
$312K 0.29%
6,524
-57
53
$310K 0.29%
1,798
-212
54
$301K 0.28%
1,268
+21
55
$301K 0.28%
6,606
-217
56
$297K 0.28%
4,139
+103
57
$295K 0.28%
10,423
58
$294K 0.28%
1,775
+173
59
$293K 0.28%
1,300
60
$284K 0.27%
1,416
-1
61
$282K 0.27%
1,086
-269
62
$275K 0.26%
+4,336
63
$265K 0.25%
1,518
+3
64
$261K 0.25%
9,518
+86
65
$253K 0.24%
2,645
-6
66
$250K 0.24%
1,344
+233
67
$248K 0.23%
+8,058
68
$240K 0.23%
2,372
+160
69
$230K 0.22%
+2,854
70
$230K 0.22%
8,322
-74
71
$226K 0.21%
3,272
+16
72
$223K 0.21%
804
-1
73
$221K 0.21%
2,264
-294
74
$219K 0.21%
+5,899
75
$218K 0.21%
+1,033
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3
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