VPWA
Vestia Personal Wealth Advisors Portfolio holdings
AUM
$146M
1-Year Return
13.87%
This Quarter Return
+8.39%
1 Year Return
+13.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$19.6M
(+15%)
Cap. Flow
+$9.6M
Cap. Flow
% of AUM
6.57%
Top 10 Holdings %
Top 10 Hldgs %
58.37%
Holding
101
New
6
Increased
59
Reduced
24
Closed
1
Top Buys
| 1 |
Dimensional International Value ETF
DFIV
|
+$1.91M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.44M |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
+$1.26M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$1.01M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
+$922K |
Top Sells
| 1 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.37M |
| 2 |
Dimensional National Municipal Bond ETF
DFNM
|
+$273K |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$87.8K |
| 4 |
Tesla
TSLA
|
+$73.7K |
| 5 |
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% |
