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
$108M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$216K
2
+$211K
3
+$101K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$55.5K
5
XOM icon
Exxon Mobil
XOM
+$51.1K

Top Sells

1
+$205K
2
+$100K
3
+$91.7K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$61.9K
5
MSFT icon
Microsoft
MSFT
+$44.4K

Sector Composition

1 Technology 3.83%
2 Healthcare 2.23%
3 Consumer Staples 1.4%
4 Energy 1.03%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.39%
26,425
52
$421K 0.39%
5,865
53
$419K 0.39%
5,541
54
$398K 0.37%
8,164
+1,138
55
$380K 0.35%
7,949
56
$368K 0.34%
4,060
57
$357K 0.33%
4,677
-1,315
58
$334K 0.31%
16,909
59
$305K 0.28%
790
60
$291K 0.27%
1,762
-556
61
$290K 0.27%
5,505
62
$274K 0.25%
8,386
-312
63
$251K 0.23%
5,740
64
$248K 0.23%
500
65
$239K 0.22%
6,133
+407
66
$226K 0.21%
4,601
67
$222K 0.21%
3,642
68
$218K 0.2%
6,771
69
$211K 0.2%
+1,324
70
$203K 0.19%
6,118
71
$200K 0.19%
2,072
-128
72
$181K 0.17%
10,078
73
$10.7K 0.01%
10,000
74
– –
-2,440
1 2
3