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
$135M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$242K
3
+$50.7K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$44.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$43.1K

Top Sells

1
+$678K
2
+$611K
3
+$359K
4
LAND
Gladstone Land Corp
LAND
+$217K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$175K

Sector Composition

1 Technology 3.81%
2 Healthcare 1.64%
3 Industrials 1.64%
4 Consumer Staples 1.11%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.78%
16,443
27
$1.03M 0.76%
6,837
28
$1.02M 0.76%
1,985
29
$977K 0.72%
1,835
-240
30
$944K 0.7%
7,940
-5,141
31
$893K 0.66%
13,266
+426
32
$888K 0.66%
38,321
-7,553
33
$843K 0.63%
3,114
34
$805K 0.6%
13,091
+129
35
$747K 0.55%
7,299
36
$747K 0.55%
3,733
37
$680K 0.5%
9,734
-470
38
$678K 0.5%
11,780
39
$658K 0.49%
26,322
+606
40
$642K 0.48%
11,905
41
$614K 0.46%
10,915
42
$599K 0.44%
7,335
43
$598K 0.44%
5,338
44
$580K 0.43%
26,425
45
$574K 0.43%
11,425
46
$565K 0.42%
18,378
47
$526K 0.39%
12,775
48
$524K 0.39%
1,651
49
$522K 0.39%
4,282
-130
50
$515K 0.38%
2,318
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