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
76
$216K 0.2%
+2,579
77
$214K 0.2%
+5,694
78
$210K 0.2%
+2,385
79
$204K 0.19%
+7,493
80
$128K 0.12%
20,087
+550
81
$71.5K 0.07%
71,521
82
$15.7K 0.01%
15,718
83
– –
-2,563
1 2 3
4