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
$139M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$69.9K
2
+$46.5K
3
+$14.6K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.7K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$11K

Top Sells

1
+$819K
2
+$161K
3
+$153K
4
AMZN icon
Amazon
AMZN
+$96.5K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$35.6K

Sector Composition

1 Technology 4.13%
2 Healthcare 1.45%
3 Industrials 1.45%
4 Consumer Staples 1.08%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.76%
13,482
+42
27
$1.04M 0.75%
45,874
+90
28
$1.04M 0.75%
6,837
29
$1.02M 0.74%
7,065
30
$972K 0.7%
16,443
31
$941K 0.68%
2,075
32
$900K 0.65%
3,114
33
$830K 0.6%
12,840
34
$805K 0.58%
7,299
35
$781K 0.56%
12,962
+59
36
$703K 0.51%
11,780
37
$675K 0.49%
10,204
-90
38
$635K 0.46%
25,716
39
$625K 0.45%
10,915
40
$623K 0.45%
3,733
41
$622K 0.45%
11,905
+162
42
$581K 0.42%
26,425
43
$580K 0.42%
2,318
44
$578K 0.42%
18,378
45
$571K 0.41%
11,425
46
$567K 0.41%
4,412
-206
47
$558K 0.4%
7,335
48
$552K 0.4%
1,651
49
$523K 0.38%
12,775
50
$510K 0.37%
5,194
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