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
-$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$449K
3
+$375K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$303K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$132K

Top Sells

1
+$1.07M
2
+$507K
3
+$348K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$306K
5
U icon
Unity
U
+$252K

Sector Composition

1 Technology 4.46%
2 Healthcare 1.62%
3 Consumer Staples 1.15%
4 Real Estate 0.98%
5 Utilities 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$998K 0.88%
56,088
27
$829K 0.73%
5,611
28
$796K 0.7%
7,583
+2,890
29
$790K 0.7%
3,789
30
$673K 0.59%
9,475
+19
31
$672K 0.59%
6,320
32
$631K 0.56%
7,640
-2,000
33
$612K 0.54%
13,161
34
$583K 0.52%
32,950
35
$577K 0.51%
977
36
$516K 0.46%
1,967
37
$516K 0.46%
9,832
-1,778
38
$513K 0.45%
5,918
39
$512K 0.45%
2,154
+3
40
$509K 0.45%
1,442
41
$493K 0.44%
4,494
+13
42
$449K 0.4%
+8,933
43
$426K 0.38%
8,598
-150
44
$399K 0.35%
2,284
45
$380K 0.34%
6,843
46
$353K 0.31%
5,956
+515
47
$342K 0.3%
5,992
48
$339K 0.3%
3,340
+1
49
$330K 0.29%
4,482
50
$329K 0.29%
790
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2
3