VPWA
Vestia Personal Wealth Advisors Portfolio holdings
AUM
$173M
1-Year Est. Return
14.41%
1 Year Est. Return
+14.41%
AUM
$173M
AUM Growth
+$26.6M
(+18%)
Holding
105
Top Buys
| 1 | +$3.3M | |
| 2 | +$2.51M | |
| 3 | +$1.56M | |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$1.22M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.08M |
Top Sells
| 1 | +$472K | |
| 2 | +$452K | |
| 3 | +$370K | |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$366K |
| 5 |
Tesla
TSLA
|
+$319K |
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Consumer Discretionary | 1.29% |
| 3 | Communication Services | 1.24% |
| 4 | Consumer Staples | 0.84% |
| 5 | Healthcare | 0.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Colgate-Palmolive
CL
$63.6B
| – | – |
-2,215
|
|
||
102
Schwab Municipal Bond ETF
SCMB
$2.61B
| – | – |
-18,728
|
|
||
103
Vanguard Real Estate ETF
VNQ
$33.5B
| – | – |
-2,363
|
|
||
104
Vanguard Russell 1000 ETF
VONE
$7.24B
| – | – |
-973
|
|
||
|
105
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.61B
| – | – |
-2,724
|
|