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
76
$246K 0.2%
971
+2
77
$240K 0.19%
+4,772
78
$238K 0.19%
2,560
+60
79
$236K 0.19%
410
+63
80
$233K 0.18%
+665
81
$223K 0.18%
909
-254
82
$223K 0.18%
4,387
-802
83
$218K 0.17%
8,115
-110
84
$218K 0.17%
230
-3
85
$216K 0.17%
3,278
+10
86
$214K 0.17%
7,573
-1,682
87
$212K 0.17%
2,345
+22
88
$207K 0.16%
+2,214
89
$204K 0.16%
2,060
-433
90
$204K 0.16%
1,304
+119
91
$201K 0.16%
7,493
92
$187K 0.15%
10,986
93
$149K 0.12%
21,204
+576
94
$50K 0.04%
100,000
-43,042
95
$12.6K 0.01%
15,303
-415
96
– –
-2,777
97
– –
-2,385
98
– –
-804
1 2 3
4