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
$120M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$520K
3
+$497K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$348K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$334K

Top Sells

1
+$985K
2
+$599K
3
+$525K
4
GLD icon
SPDR Gold Trust
GLD
+$259K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$110K

Sector Composition

1 Technology 4.84%
2 Healthcare 1.71%
3 Consumer Staples 1.11%
4 Consumer Discretionary 1.08%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.84%
16,443
27
$968K 0.8%
32,950
28
$830K 0.69%
3,789
29
$825K 0.69%
5,611
-120
30
$719K 0.6%
9,456
+71
31
$700K 0.58%
6,320
32
$652K 0.54%
977
33
$651K 0.54%
+13,161
34
$640K 0.53%
11,610
-165
35
$590K 0.49%
9,640
-680
36
$550K 0.46%
5,918
37
$548K 0.46%
2,151
+4
38
$546K 0.45%
1,967
39
$521K 0.43%
4,481
+26
40
$507K 0.42%
20,214
-3,884
41
$497K 0.41%
+4,693
42
$451K 0.37%
8,748
43
$431K 0.36%
1,442
44
$410K 0.34%
6,843
+158
45
$406K 0.34%
2,284
46
$362K 0.3%
790
47
$360K 0.3%
3,339
48
$356K 0.3%
4,482
+675
49
$353K 0.29%
5,992
50
$348K 0.29%
+6,463
1
2
3