VWA

VERITY Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.92M
3
+$5.61M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.29M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.58%
2 Healthcare 2.33%
3 Energy 1.78%
4 Consumer Staples 0.88%
5 Utilities 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$978K 1.13%
+97,914
27
$825K 0.95%
+12,851
28
$765K 0.88%
+6,925
29
$695K 0.8%
+16,443
30
$598K 0.69%
+12,490
31
$538K 0.62%
+3,897
32
$536K 0.62%
+9,411
33
$476K 0.55%
+9,943
34
$470K 0.54%
+2,100
35
$418K 0.48%
+3,748
36
$403K 0.46%
+8,586
37
$340K 0.39%
+5,442
38
$332K 0.38%
+2,263
39
$323K 0.37%
+6,849
40
$314K 0.36%
+16,306
41
$306K 0.35%
+1,500
42
$266K 0.31%
+4,214
43
$265K 0.3%
+6,320
44
$260K 0.3%
+12,070
45
$258K 0.3%
+2,370
46
$237K 0.27%
+6,546
47
$234K 0.27%
+5,740
48
$225K 0.26%
+10,697
1
2