VPWA
Vestia Personal Wealth Advisors Portfolio holdings
AUM
$146M
This Quarter Return
-0.76%
1 Year Return
+13.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+14%)
Cap. Flow
+$9.92M
Cap. Flow
% of AUM
8.16%
Top 10 Holdings %
Top 10 Hldgs %
58.16%
Holding
97
New
15
Increased
52
Reduced
19
Closed
2
Top Buys
| 1 |
Dimensional National Municipal Bond ETF
DFNM
|
$2.57M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.21M |
| 3 |
Dimensional International Value ETF
DFIV
|
$1.02M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$944K |
| 5 |
Amazon
AMZN
|
$683K |
Top Sells
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% |
