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
$121M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.21M
3
+$1.02M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$944K
5
AMZN icon
Amazon
AMZN
+$683K

Top Sells

1
+$7.46M
2
+$219K
3
+$214K
4
XDSQ icon
Innovator US Equity Accelerated ETF Quarterly
XDSQ
+$178K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$123K

Sector Composition

1 Technology 4.75%
2 Consumer Discretionary 1.71%
3 Consumer Staples 1.12%
4 Communication Services 1.06%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.31%
+4,596
52
$371K 0.31%
12,277
53
$361K 0.3%
996
+18
54
$358K 0.29%
790
+89
55
$348K 0.29%
+11,496
56
$339K 0.28%
+2,001
57
$322K 0.27%
2,817
-184
58
$318K 0.26%
+2,195
59
$316K 0.26%
2,936
+182
60
$311K 0.26%
1,293
+25
61
$303K 0.25%
6,887
+363
62
$302K 0.25%
1,300
63
$298K 0.25%
6,640
+34
64
$298K 0.25%
7,764
+102
65
$289K 0.24%
1,459
+43
66
$285K 0.23%
3,155
+301
67
$284K 0.23%
+1,294
68
$279K 0.23%
1,163
+130
69
$278K 0.23%
+1,658
70
$277K 0.23%
+311
71
$276K 0.23%
1,627
+109
72
$270K 0.22%
3,022
+443
73
$266K 0.22%
9,255
-1,168
74
$263K 0.22%
+5,189
75
$258K 0.21%
969
-117
1 2
3
4