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
$112M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$918K
3
+$298K
4
COST icon
Costco
COST
+$225K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$222K

Top Sells

1
+$235K
2
+$135K
3
+$73.3K
4
IBB icon
iShares Biotechnology ETF
IBB
+$65.8K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$55.1K

Sector Composition

1 Technology 3.91%
2 Healthcare 1.52%
3 Consumer Discretionary 1.12%
4 Consumer Staples 1.01%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.27%
+3,807
52
$280K 0.25%
5,740
53
$275K 0.25%
10,697
54
$270K 0.24%
2,474
55
$269K 0.24%
13,190
56
$259K 0.23%
1,575
57
$250K 0.22%
3,562
58
$239K 0.21%
3,642
59
$227K 0.2%
8,727
60
$225K 0.2%
+500
61
$222K 0.2%
+6,771
1 2
3