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
$102M
AUM Growth
-$88K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$611K
2 +$289K
3 +$165K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.68K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.98K

Top Sells

1 +$286K
2 +$281K
3 +$222K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$213K
5
BND icon
Vanguard Total Bond Market
BND
+$146K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.99%
3 Energy 1.48%
4 Consumer Staples 0.91%
5 Utilities 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$165K 0.16%
+11,382