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
$113M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$253K
2
+$129K
3
+$119K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$82.7K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$15.8K

Top Sells

1
+$874K
2
+$452K
3
+$357K
4
XOM icon
Exxon Mobil
XOM
+$92.1K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$76.3K

Sector Composition

1 Technology 3.7%
2 Healthcare 1.59%
3 Consumer Staples 0.86%
4 Industrials 0.82%
5 Utilities 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$875K 0.77%
15,318
+276
27
$681K 0.6%
3,789
28
$644K 0.57%
11,534
-1,650
29
$630K 0.56%
1,381
30
$569K 0.5%
8,898
31
$557K 0.49%
30,424
+13,796
32
$539K 0.48%
6,320
33
$539K 0.48%
9,324
34
$531K 0.47%
7,894
35
$516K 0.46%
6,751
36
$512K 0.45%
4,415
+14
37
$510K 0.45%
3,882
+120
38
$474K 0.42%
2,141
+2
39
$467K 0.41%
1,967
40
$427K 0.38%
6,638
41
$394K 0.35%
1,542
42
$392K 0.35%
5,993
43
$333K 0.29%
5,726
44
$302K 0.27%
13,190
45
$288K 0.26%
5,740
46
$283K 0.25%
790
47
$279K 0.25%
4,540
+4
48
$279K 0.25%
2,284
49
$275K 0.24%
1,780
50
$274K 0.24%
3,015
-292
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