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
$133M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$664K
2
+$210K
3
+$177K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$47.9K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$28.7K

Top Sells

1
+$200K
2
+$150K
3
+$70.7K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$65.6K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.1K

Sector Composition

1 Technology 4.79%
2 Healthcare 1.59%
3 Industrials 1.25%
4 Consumer Staples 1.16%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.78%
13,410
-188
27
$1.03M 0.77%
7,065
28
$1.02M 0.76%
13,263
+625
29
$993K 0.74%
1,985
30
$914K 0.68%
7,940
31
$866K 0.65%
12,840
32
$837K 0.63%
16,443
33
$823K 0.62%
3,114
34
$763K 0.57%
1,875
35
$758K 0.57%
7,299
36
$736K 0.55%
12,843
+31
37
$695K 0.52%
10,294
38
$693K 0.52%
11,780
39
$634K 0.47%
11,844
+208
40
$630K 0.47%
25,716
41
$621K 0.47%
10,915
42
$593K 0.44%
3,733
-944
43
$580K 0.43%
18,378
44
$578K 0.43%
7,335
45
$577K 0.43%
4,861
46
$573K 0.43%
11,425
-3,996
47
$554K 0.41%
26,425
48
$525K 0.39%
950
49
$524K 0.39%
39,334
50
$510K 0.38%
1,651
-117
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