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
$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
KRON
101
DELISTED
Kronos Bio
KRON
-15,303