VPWA

Vestia Personal Wealth Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$5.78M
3
+$3.3M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.47M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.52M

Top Sells

1
+$472K
2
+$440K
3
+$366K
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$362K
5
MSTR icon
Strategy Inc
MSTR
+$281K

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
– –
-2,215
102
– –
-18,728
103
– –
-2,363
104
– –
-973
105
– –
-2,724
1 2 3 4
5