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
$97.9M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$387K
2 +$334K
3 +$279K
4
AAPL icon
Apple
AAPL
+$200K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K

Top Sells

1 +$340K
2 +$268K
3 +$259K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$243K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$214K

Sector Composition

1 Technology 3.63%
2 Healthcare 2.21%
3 Consumer Staples 0.96%
4 Utilities 0.87%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,773