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
$108M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$211K
3
+$101K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$55.5K
5
XOM icon
Exxon Mobil
XOM
+$51.1K

Top Sells

1
+$205K
2
+$100K
3
+$91.7K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$61.9K
5
MSFT icon
Microsoft
MSFT
+$44.4K

Sector Composition

1 Technology 3.83%
2 Healthcare 2.23%
3 Consumer Staples 1.4%
4 Energy 1.03%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$835K 0.77%
19,320
27
$775K 0.72%
5,611
28
$766K 0.71%
13,081
+1,723
29
$731K 0.68%
6,320
30
$720K 0.67%
7,258
31
$665K 0.62%
8,691
+143
32
$657K 0.61%
3,511
33
$652K 0.6%
5,915
34
$621K 0.58%
25,816
35
$570K 0.53%
7,315
36
$566K 0.52%
1,833
+41
37
$563K 0.52%
977
38
$559K 0.52%
9,386
39
$557K 0.52%
11,382
+2
40
$536K 0.5%
9,651
+32
41
$521K 0.48%
15,751
-91
42
$515K 0.48%
1,370
43
$507K 0.47%
30,424
44
$495K 0.46%
4,595
+20
45
$479K 0.44%
5,773
46
$463K 0.43%
1,967
47
$458K 0.42%
2,170
+3
48
$453K 0.42%
9,017
+33
49
$452K 0.42%
7,294
50
$428K 0.4%
12,775
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