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
$111M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$250K
3
+$202K
4
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$188K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$99.7K

Top Sells

1
+$775K
2
+$652K
3
+$258K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$222K
5
ABBV icon
AbbVie
ABBV
+$211K

Sector Composition

1 Technology 4.1%
2 Healthcare 1.96%
3 Consumer Staples 1.39%
4 Industrials 1.07%
5 Energy 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$852K 0.76%
7,940
-166
27
$823K 0.74%
19,320
28
$785K 0.71%
6,320
29
$754K 0.68%
20,983
+5,232
30
$708K 0.64%
7,258
31
$679K 0.61%
8,986
+295
32
$645K 0.58%
3,114
-397
33
$625K 0.56%
1,833
34
$617K 0.55%
25,816
35
$616K 0.55%
10,117
+731
36
$616K 0.55%
7,315
37
$558K 0.5%
1,370
38
$538K 0.48%
9,676
+25
39
$510K 0.46%
977
40
$501K 0.45%
1,967
41
$494K 0.44%
4,625
+30
42
$494K 0.44%
6,767
+902
43
$486K 0.44%
9,938
-1,444
44
$460K 0.41%
26,425
45
$457K 0.41%
7,294
46
$456K 0.41%
9,054
+37
47
$445K 0.4%
5,773
48
$441K 0.4%
12,775
49
$410K 0.37%
4,677
50
$405K 0.36%
5,541
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