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
$113M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$253K
2
+$129K
3
+$119K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$82.7K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$15.8K

Top Sells

1
+$874K
2
+$452K
3
+$357K
4
XOM icon
Exxon Mobil
XOM
+$92.1K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$76.3K

Sector Composition

1 Technology 3.7%
2 Healthcare 1.59%
3 Consumer Staples 0.86%
4 Industrials 0.82%
5 Utilities 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.23%
10,697
52
$252K 0.22%
2,324
+4
53
$252K 0.22%
1,575
+92
54
$244K 0.22%
3,562
55
$229K 0.2%
3,642
56
– –
-7,140
1 2
3