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
76
$254K 0.21%
2,500
-145
77
$253K 0.21%
8,058
78
$243K 0.2%
3,906
-233
79
$243K 0.2%
9,572
+54
80
$242K 0.2%
2,493
+121
81
$233K 0.19%
8,225
-97
82
$232K 0.19%
804
83
$226K 0.19%
+1,185
84
$213K 0.18%
+233
85
$211K 0.17%
2,385
86
$208K 0.17%
7,493
87
$207K 0.17%
2,323
+59
88
$206K 0.17%
3,268
-4
89
$206K 0.17%
+2,777
90
$203K 0.17%
+347
91
$200K 0.16%
+1,201
92
$184K 0.15%
+10,986
93
$141K 0.12%
20,628
+541
94
$71.5K 0.06%
71,521
95
$14.9K 0.01%
15,718
96
– –
-5,694
97
– –
-5,899
1 2 3
4