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
$110M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$448K
3
+$285K
4
GLD icon
SPDR Gold Trust
GLD
+$265K
5
LAND
Gladstone Land Corp
LAND
+$243K

Top Sells

1
+$357K
2
+$309K
3
+$201K
4
XOM icon
Exxon Mobil
XOM
+$171K
5
TMO icon
Thermo Fisher Scientific
TMO
+$170K

Sector Composition

1 Technology 3.75%
2 Healthcare 1.6%
3 Consumer Staples 0.92%
4 Industrials 0.8%
5 Utilities 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$847K 0.77%
16,443
27
$650K 0.59%
3,789
28
$643K 0.58%
1,381
-366
29
$558K 0.51%
6,320
30
$548K 0.5%
7,894
31
$543K 0.49%
13,184
-4,150
32
$516K 0.47%
4,401
+30
33
$502K 0.46%
9,324
+42
34
$483K 0.44%
6,751
+2,527
35
$448K 0.41%
+3,762
36
$443K 0.4%
8,898
+312
37
$442K 0.4%
2,139
+9
38
$440K 0.4%
1,967
39
$412K 0.37%
6,638
+79
40
$358K 0.33%
1,542
+42
41
$357K 0.32%
7,140
42
$336K 0.31%
5,726
+93
43
$323K 0.29%
5,993
44
$303K 0.28%
2,284
+556
45
$290K 0.26%
1,780
+300
46
$288K 0.26%
10,697
47
$287K 0.26%
13,190
-3,082
48
$285K 0.26%
+3,307
49
$279K 0.25%
4,536
+38
50
$279K 0.25%
790
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