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
$102M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.86M
3
+$386K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$51.7K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.43K

Top Sells

1
+$1.03M
2
+$562K
3
+$519K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$427K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$411K

Sector Composition

1 Technology 2.78%
2 Healthcare 2.25%
3 Energy 1.6%
4 Consumer Staples 0.87%
5 Utilities 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$888K 0.87%
6,775
-150
27
$872K 0.86%
11,834
-742
28
$807K 0.79%
16,443
29
$712K 0.7%
12,642
+74
30
$693K 0.68%
9,107
-304
31
$652K 0.64%
3,900
-12
32
$617K 0.61%
2,100
33
$523K 0.51%
7,200
-4,616
34
$491K 0.48%
3,789
+24
35
$467K 0.46%
9,475
+22
36
$411K 0.4%
8,586
-51
37
$390K 0.38%
2,263
38
$375K 0.37%
6,320
39
$369K 0.36%
16,614
+2,326
40
$368K 0.36%
5,442
-26
41
$355K 0.35%
6,909
+60
42
$324K 0.32%
6,194
43
$320K 0.31%
1,500
44
$286K 0.28%
11,280
-790
45
$271K 0.27%
2,395
+15
46
$271K 0.27%
5,740
47
$254K 0.25%
10,697
48
$236K 0.23%
4,214
49
$231K 0.23%
4,224
50
– –
-4,601
1
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