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
$104M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$321K
2 +$252K
3 +$240K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$216K
5
IXN icon
iShares Global Tech ETF
IXN
+$215K

Sector Composition

1 Technology 3.07%
2 Healthcare 2.17%
3 Energy 1.43%
4 Consumer Staples 0.89%
5 Utilities 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,382
52
-2,713