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
$102M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$344K
3
+$246K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$222K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$206K

Top Sells

1
+$1.46M
2
+$698K
3
+$453K
4
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$286K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$225K

Sector Composition

1 Technology 3.49%
2 Healthcare 2.31%
3 Consumer Staples 1.48%
4 Energy 1.07%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$815K 0.8%
19,320
-1,599
27
$788K 0.77%
5,611
28
$714K 0.7%
6,320
29
$704K 0.69%
7,258
-7,200
30
$657K 0.64%
11,358
-198
31
$643K 0.63%
8,548
+1
32
$630K 0.62%
5,915
+23
33
$614K 0.6%
25,816
34
$599K 0.59%
3,511
35
$558K 0.55%
30,424
36
$554K 0.54%
1,792
37
$540K 0.53%
11,380
+7
38
$538K 0.53%
977
39
$528K 0.52%
9,619
+122
40
$525K 0.52%
7,315
41
$509K 0.5%
9,386
-1,288
42
$496K 0.49%
5,773
43
$486K 0.48%
15,842
-9,333
44
$483K 0.47%
4,575
+36
45
$481K 0.47%
1,370
46
$452K 0.44%
8,984
+29
47
$442K 0.43%
2,167
+6
48
$434K 0.43%
1,967
49
$430K 0.42%
5,541
50
$428K 0.42%
12,775
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