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
$97.5M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$378K
3
+$328K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$202K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$102K

Top Sells

1
+$542K
2
+$209K
3
+$132K
4
CPNG icon
Coupang
CPNG
+$109K
5
VCSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.37%
5,773
52
$337K 0.35%
5,541
53
$329K 0.34%
5,865
+1,383
54
$320K 0.33%
2,318
55
$298K 0.31%
6,928
56
$298K 0.31%
15,631
57
$276K 0.28%
2,440
58
$243K 0.25%
790
59
$236K 0.24%
500
60
$231K 0.24%
5,992
61
$225K 0.23%
2,839
62
$224K 0.23%
8,698
63
$219K 0.22%
6,300
64
$217K 0.22%
5,726
65
$215K 0.22%
5,740
66
$202K 0.21%
+2,314
67
$201K 0.21%
4,513
68
$166K 0.17%
10,078
69
– –
-9,962
1 2
3