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
$120M
AUM Growth
+$8.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$651K
2
+$520K
3
+$497K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$348K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$334K

Top Sells

1
+$985K
2
+$599K
3
+$525K
4
GLD icon
SPDR Gold Trust
GLD
+$259K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$110K

Sector Composition

1 Technology 4.84%
2 Healthcare 1.71%
3 Consumer Staples 1.11%
4 Consumer Discretionary 1.08%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.28%
2,000
52
$331K 0.27%
5,441
+426
53
$298K 0.25%
5,726
54
$284K 0.24%
500
55
$283K 0.24%
2,475
+1
56
$280K 0.23%
10,697
57
$274K 0.23%
5,740
58
$252K 0.21%
+1,760
59
$249K 0.21%
3,642
60
$245K 0.2%
13,190
61
$242K 0.2%
+3,774
62
$239K 0.2%
3,562
63
$224K 0.19%
8,727
64
$222K 0.18%
6,771
65
$215K 0.18%
+4,189
66
$201K 0.17%
+2,773
67
– –
-8,869
68
– –
-1,575
1 2
3