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
$142M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$238K
3
+$219K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$200K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$176K

Top Sells

1
+$262K
2
+$217K
3
+$201K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$131K
5
CTAS icon
Cintas
CTAS
+$44.5K

Sector Composition

1 Technology 4.14%
2 Healthcare 1.53%
3 Industrials 1.52%
4 Consumer Staples 1.13%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.81%
7,065
27
$1.1M 0.77%
10,328
28
$1.09M 0.76%
45,784
+64
29
$1.07M 0.75%
13,440
+30
30
$1.05M 0.74%
1,985
31
$998K 0.7%
16,443
32
$955K 0.67%
2,075
+200
33
$925K 0.65%
12,840
34
$862K 0.61%
3,114
35
$850K 0.6%
12,903
+60
36
$794K 0.56%
7,299
37
$748K 0.53%
10,294
38
$717K 0.5%
11,780
39
$704K 0.49%
3,733
40
$674K 0.47%
11,743
-101
41
$649K 0.46%
26,425
42
$647K 0.45%
25,716
43
$634K 0.45%
10,915
44
$617K 0.43%
7,335
45
$611K 0.43%
18,378
46
$588K 0.41%
950
47
$580K 0.41%
4,618
-243
48
$578K 0.41%
39,334
49
$575K 0.4%
11,425
50
$540K 0.38%
2,318
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