VWA
VSM Wealth Advisory Portfolio holdings
AUM
$333M
1-Year Est. Return
15.11%
This Fund
S&P 500
1 Year Est. Return
+15.11%
AUM
$303M
AUM Growth
+$24.5M
(+8.8%)
Holding
547
Top Buys
| 1 | +$13.7M | |
| 2 | +$12.9M | |
| 3 | +$8.57M | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$8.12M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.04M |
Top Sells
| 1 | +$16.6M | |
| 2 | +$11.9M | |
| 3 | +$8M | |
| 4 |
Dimensional US Equity ETF
DFUS
|
+$6.7M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$3.37M |
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Consumer Staples | 2.04% |
| 3 | Financials | 1.97% |
| 4 | Energy | 1.32% |
| 5 | Healthcare | 1.27% |