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
$93.6M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$1.52M
3
+$640K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$557K
5
VZ icon
Verizon
VZ
+$311K

Top Sells

1
+$787K
2
+$495K
3
+$319K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$160K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$109K

Sector Composition

1 Technology 3.41%
2 Healthcare 2.41%
3 Consumer Staples 0.96%
4 Utilities 0.84%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$775K 0.83%
17,334
-1,000
27
$761K 0.81%
8,345
28
$731K 0.78%
2,017
29
$557K 0.6%
+7,894
30
$540K 0.58%
3,789
31
$514K 0.55%
8,586
32
$502K 0.54%
4,349
+25
33
$466K 0.5%
9,244
+78
34
$421K 0.45%
6,320
35
$372K 0.4%
16,272
36
$354K 0.38%
1,967
37
$349K 0.37%
2,126
38
$312K 0.33%
6,559
+59
39
$311K 0.33%
+5,633
40
$268K 0.29%
1,500
41
$268K 0.29%
4,214
42
$267K 0.29%
10,697
43
$249K 0.27%
4,224
44
$240K 0.26%
+6,120
45
$228K 0.24%
+5,740
46
$220K 0.24%
+790
47
$213K 0.23%
2,773
48
$204K 0.22%
5,993
49
$204K 0.22%
+1,480
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