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
$110M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$423K
3
+$269K
4
GLD icon
SPDR Gold Trust
GLD
+$261K
5
LAND
Gladstone Land Corp
LAND
+$242K

Top Sells

1
+$335K
2
+$300K
3
+$189K
4
TMO icon
Thermo Fisher Scientific
TMO
+$172K
5
XOM icon
Exxon Mobil
XOM
+$156K

Sector Composition

1 Technology 3.75%
2 Healthcare 1.6%
3 Consumer Staples 0.92%
4 Industrials 0.8%
5 Utilities 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.25%
5,740
52
$265K 0.24%
+1,483
53
$243K 0.22%
+16,628
54
$241K 0.22%
+3,562
55
$219K 0.2%
+3,642
56
$213K 0.19%
+2,320
1 2
3