VWA

VERITY Wealth Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$418K
3
+$414K
4
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$413K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$210K

Top Sells

1
+$453K
2
+$373K
3
+$91.6K
4
CTAS icon
Cintas
CTAS
+$27.2K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.1K

Sector Composition

1 Technology 3.9%
2 Industrials 1.82%
3 Healthcare 1.37%
4 Financials 0.95%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.72%
13,537
+34
27
$994K 0.67%
16,443
28
$988K 0.66%
13,266
29
$961K 0.65%
3,733
30
$948K 0.64%
3,114
31
$908K 0.61%
39,067
+746
32
$903K 0.61%
6,837
33
$891K 0.6%
1,835
34
$856K 0.58%
7,940
35
$848K 0.57%
7,299
36
$817K 0.55%
10,566
+832
37
$803K 0.54%
13,133
+42
38
$792K 0.53%
26,425
39
$769K 0.52%
11,780
40
$720K 0.48%
11,996
+91
41
$663K 0.45%
26,322
42
$654K 0.44%
7,335
43
$608K 0.41%
10,915
44
$592K 0.4%
5,338
45
$580K 0.39%
1,651
46
$578K 0.39%
4,282
47
$574K 0.39%
11,425
48
$567K 0.38%
8,212
+3,040
49
$564K 0.38%
18,378
50
$540K 0.36%
12,775
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