VPWA

Vestia Personal Wealth Advisors Portfolio holdings

AUM $197M
1-Year Est. Return 19.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.44M
3
+$1.26M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$1.01M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$922K

Top Sells

1
+$1.37M
2
+$273K
3
+$87.8K
4
TSLA icon
Tesla
TSLA
+$73.7K
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$51.5K

Sector Composition

1 Technology 4.49%
2 Consumer Discretionary 1.28%
3 Consumer Staples 1.09%
4 Communication Services 1.08%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.19%
972
+63
77
$278K 0.19%
9,609
+56
78
$275K 0.19%
2,500
-60
79
$274K 0.19%
1,722
+79
80
$273K 0.19%
973
+2
81
$273K 0.19%
6,406
-215
82
$259K 0.18%
8,058
83
$251K 0.17%
3,566
-353
84
$249K 0.17%
3,321
+43
85
$249K 0.17%
1,406
+102
86
$246K 0.17%
692
+27
87
$240K 0.16%
8,042
-73
88
$228K 0.16%
7,573
89
$225K 0.15%
+2,651
90
$223K 0.15%
225
-5
91
$220K 0.15%
7,493
92
$219K 0.15%
+1,072
93
$215K 0.15%
2,167
+107
94
$210K 0.14%
2,363
+18
95
$209K 0.14%
+1,021
96
$201K 0.14%
2,215
+1
97
$178K 0.12%
10,986
98
$158K 0.11%
21,797
+593
99
$50K 0.03%
100,000
100
$40.9K 0.03%
+18,000
1 2 3
4
5