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
+$1.82M
2
+$1.34M
3
+$1.19M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$961K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$868K

Top Sells

1
+$1.29M
2
+$272K
3
+$82.9K
4
TSLA icon
Tesla
TSLA
+$69.9K
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$49K

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
101
– –
-15,303
1 2 3 4
5