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
-$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$449K
3
+$375K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$303K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$132K

Top Sells

1
+$1.07M
2
+$507K
3
+$348K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$306K
5
U icon
Unity
U
+$252K

Sector Composition

1 Technology 4.46%
2 Healthcare 1.62%
3 Consumer Staples 1.15%
4 Real Estate 0.98%
5 Utilities 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$326K 0.29%
2,000
52
$292K 0.26%
5,726
53
$288K 0.25%
500
54
$283K 0.25%
5,740
55
$264K 0.23%
10,708
+1,981
56
$261K 0.23%
2,418
-57
57
$235K 0.21%
13,190
58
$227K 0.2%
3,642
59
$227K 0.2%
6,771
60
$225K 0.2%
3,774
61
$222K 0.2%
10,078
-619
62
$219K 0.19%
3,562
63
$215K 0.19%
4,189
64
– –
-20,214
65
– –
-1,760
66
– –
-6,463
67
– –
-2,773
1 2
3