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
$97.9M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$334K
3
+$279K
4
AAPL icon
Apple
AAPL
+$200K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K

Top Sells

1
+$340K
2
+$268K
3
+$259K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$243K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$214K

Sector Composition

1 Technology 3.63%
2 Healthcare 2.21%
3 Consumer Staples 0.96%
4 Utilities 0.87%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$794K 0.81%
13,651
-1,129
27
$771K 0.79%
1,747
-270
28
$595K 0.61%
17,334
29
$590K 0.6%
3,789
30
$556K 0.57%
7,894
31
$526K 0.54%
6,320
32
$507K 0.52%
4,371
+22
33
$473K 0.48%
9,282
+38
34
$445K 0.45%
8,586
35
$385K 0.39%
1,967
36
$375K 0.38%
2,130
+4
37
$350K 0.36%
16,272
38
$346K 0.35%
6,559
39
$335K 0.34%
5,633
40
$319K 0.33%
1,500
41
$314K 0.32%
7,140
+1,020
42
$279K 0.28%
+4,498
43
$277K 0.28%
10,697
44
$270K 0.28%
4,224
45
$246K 0.25%
790
46
$233K 0.24%
5,740
47
$233K 0.24%
1,480
48
$200K 0.2%
+1,728
49
$186K 0.19%
5,993
50
– –
-4,214
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