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
$110M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$312K
2
+$254K
3
+$227K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$29.2K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17K

Top Sells

1
+$3.88M
2
+$1.9M
3
+$1.13M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$813K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$510K

Sector Composition

1 Technology 3.98%
2 Healthcare 1.5%
3 Industrials 0.91%
4 Utilities 0.83%
5 Consumer Staples 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.25%
2,474
+150
52
$276K 0.25%
10,697
53
$261K 0.24%
1,575
54
$245K 0.22%
3,642
55
$241K 0.22%
3,562
56
$227K 0.21%
+8,727
1 2
3