VPWA

Vestia Personal Wealth Advisors Portfolio holdings

AUM $146M
This Quarter Return
-0.55%
1 Year Return
+13.87%
3 Year Return
5 Year Return
10 Year Return
AUM
$126M
AUM Growth
+$4.93M
Cap. Flow
+$6.39M
Cap. Flow %
5.06%
Top 10 Hldgs %
59.03%
Holding
98
New
3
Increased
45
Reduced
38
Closed
3
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$246K0.2% 971
+2
+0.2%
+$508
$240K0.19%
+4,772
New
+$240K
$238K0.19% 2,560
+60
+2%
+$5.57K
$236K0.19% 410
+63
+18%
+$36.3K
$233K0.18%
+665
New
+$233K
$223K0.18% 909
-254
-22%
-$62.3K
$223K0.18% 4,387
-802
-15%
-$40.7K
$218K0.17% 8,115
-110
-1%
-$2.96K
$218K0.17% 230
-3
-1%
-$2.84K
$216K0.17% 3,278
+10
+0.3%
+$660
$214K0.17% 7,573
-1,682
-18%
-$47.5K
$212K0.17% 2,345
+22
+1%
+$1.99K
$207K0.16%
+2,214
New
+$207K
$204K0.16% 2,060
-433
-17%
-$42.8K
$204K0.16% 1,304
+119
+10%
+$18.6K
$201K0.16% 7,493
$187K0.15% 10,986
$149K0.12% 21,204
+576
+3%
+$4.06K
$50K0.04% 50,000
-21,521
-30%
-$21.5K
$12.6K0.01% 15,303
-415
-3%
-$342
-2,777
Closed
-$206K
-2,385
Closed
-$211K
-804
Closed
-$232K