Personally I think you have way to much in the way of feature modules - and not enough support
I'd take out the five12 vector sequencer expander and replace it with a quad cascading vca (either mutable veils or intellijel) - I might then take out the xaoc vca - whilst you can never have too many vcas - in this size case I. should think 4 is enough - you can always add a 1u if you find you need more
in the space of the xaoc vca I'd probably add kinks and a 2hp passive mult
BUT I would strongly recommend that you go very slowly - buy a minimum viable modular synthesizer for you
a sound source
a modulation source
a sound modifier
es9
as a starting point and become familiar with each module and patching them together - probably a few weeks - then add another module and learn how it works and integrates into your workflow
I would leave the sequencer to last - if you can cope with the workflow with es9 - if not I'd be tempted to buy a simpler sequencer like the korg sq1 - which will always be handy to have - even if you don't use it constantly
"some of the best base-level info to remember can be found in Jim's sigfile" @Lugia
Utility modules are the dull polish that makes the shiny modules actually shine!!!
sound sources < sound modifiers < modulation sources < utilities