VPWA
Vestia Personal Wealth Advisors Portfolio holdings
AUM
$213M
1-Year Est. Return
21.73%
This Fund
S&P 500
1 Year Est. Return
+21.73%
AUM
$213M
AUM Growth
+$16M
(+8.1%)
Holding
103
Top Buys
| 1 | +$6.17M | |
| 2 | +$6.04M | |
| 3 | +$3.94M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$3.17M |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$1.61M |
Top Sells
| 1 | +$2.84M | |
| 2 | +$330K | |
| 3 | +$279K | |
| 4 |
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
|
+$251K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$225K |
Sector Composition
| 1 | Technology | 3.02% |
| 2 | Communication Services | 1.03% |
| 3 | Consumer Staples | 0.87% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Healthcare | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.3B
| – | – |
-2,872
|
|
||
102
Nucor
NUE
$51.5B
| – | – |
-1,164
|
|
||
103
Visa
V
$631B
| – | – |
-690
|
|