VWA

VERITY Wealth Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
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
+$389K
2
+$336K
3
+$279K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$198K
5
AAPL icon
Apple
AAPL
+$189K

Top Sells

1
+$339K
2
+$268K
3
+$261K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$241K
5
GILD icon
Gilead Sciences
GILD
+$213K

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
1 2
3