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
$116M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$818K
2
+$649K
3
+$502K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$275K
5
VZ icon
Verizon
VZ
+$231K

Top Sells

1
+$1.74M
2
+$789K
3
+$477K
4
BND icon
Vanguard Total Bond Market
BND
+$324K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Sector Composition

1 Technology 4.46%
2 Healthcare 1.77%
3 Consumer Staples 1.28%
4 Industrials 1.2%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$923K 0.79%
6,128
-192
27
$844K 0.73%
16,443
28
$831K 0.71%
10,789
+1,578
29
$821K 0.71%
14,070
-796
30
$818K 0.7%
+7,760
31
$794K 0.68%
7,940
32
$751K 0.65%
12,782
+3,106
33
$708K 0.61%
3,167
+53
34
$668K 0.57%
10,294
+3,000
35
$665K 0.57%
7,299
36
$654K 0.56%
1,833
37
$643K 0.55%
10,069
-276
38
$630K 0.54%
25,716
-1,981
39
$598K 0.51%
1,370
40
$554K 0.48%
7,335
41
$504K 0.43%
950
-27
42
$502K 0.43%
+10,038
43
$484K 0.42%
1,768
44
$476K 0.41%
4,677
45
$475K 0.41%
12,775
46
$459K 0.39%
9,136
+41
47
$454K 0.39%
5,610
-163
48
$429K 0.37%
5,541
49
$428K 0.37%
26,425
50
$411K 0.35%
3,906
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