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
51
$366K 0.29%
12,277
52
$362K 0.29%
2,164
-31
53
$356K 0.28%
5,410
-88
54
$345K 0.27%
2,015
+14
55
$337K 0.27%
2,833
-103
56
$337K 0.27%
4,596
57
$334K 0.26%
2,888
+71
58
$333K 0.26%
1,988
-454
59
$325K 0.26%
1,880
+253
60
$325K 0.26%
1,305
+11
61
$322K 0.25%
975
-21
62
$305K 0.24%
3,019
-3
63
$303K 0.24%
6,695
-192
64
$298K 0.24%
7,570
-194
65
$291K 0.23%
3,120
+10
66
$284K 0.22%
1,525
+66
67
$283K 0.22%
1,275
-18
68
$280K 0.22%
1,643
-15
69
$278K 0.22%
3,919
+13
70
$275K 0.22%
3,132
-23
71
$270K 0.21%
6,621
-19
72
$268K 0.21%
1,300
73
$253K 0.2%
8,058
74
$249K 0.2%
1,783
+582
75
$247K 0.2%
9,553
-19
1 2
3
4