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
-$88K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$289K
3
+$165K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.68K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.98K

Top Sells

1
+$286K
2
+$281K
3
+$222K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$213K
5
BND icon
Vanguard Total Bond Market
BND
+$146K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.99%
3 Energy 1.48%
4 Consumer Staples 0.91%
5 Utilities 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$887K 0.87%
16,443
27
$887K 0.87%
15,540
-245
28
$873K 0.86%
11,834
29
$695K 0.68%
9,107
30
$655K 0.64%
3,906
+6
31
$612K 0.6%
2,100
32
$545K 0.54%
9,086
-3,556
33
$528K 0.52%
7,200
34
$498K 0.49%
3,789
35
$467K 0.46%
9,528
+53
36
$442K 0.44%
8,586
37
$424K 0.42%
6,320
38
$393K 0.39%
2,263
39
$392K 0.39%
16,614
40
$339K 0.33%
6,909
41
$322K 0.32%
11,280
42
$312K 0.31%
1,500
43
$289K 0.28%
+2,713
44
$276K 0.27%
6,194
45
$275K 0.27%
2,410
+15
46
$264K 0.26%
10,697
47
$257K 0.25%
5,740
48
$249K 0.25%
4,214
49
$234K 0.23%
4,224
50
$203K 0.2%
3,200
-2,242
1
2
3