VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$149M
This Quarter Return
-6.29%
1 Year Return
+13.41%
3 Year Return
+46.99%
5 Year Return
+66.45%
10 Year Return
–
AUM
$97.5M
AUM Growth
+$97.5M
(-5.3%)
Cap. Flow
+$1.24M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
61.47%
Holding
69
New
2
Increased
13
Reduced
8
Closed
1
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$542K |
| 2 |
AT&T
T
|
$209K |
| 3 |
Vanguard Total Bond Market
BND
|
$132K |
| 4 |
Coupang
CPNG
|
$109K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$102K |
Sector Composition
| 1 | Technology | 3.79% |
| 2 | Healthcare | 2.13% |
| 3 | Consumer Staples | 1.4% |
| 4 | Utilities | 0.89% |
| 5 | Industrials | 0.87% |
