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
$116M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$818K
2
+$649K
3
+$502K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$275K
5
VZ icon
Verizon
VZ
+$231K

Top Sells

1
+$1.74M
2
+$789K
3
+$477K
4
BND icon
Vanguard Total Bond Market
BND
+$324K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$279K

Sector Composition

1 Technology 4.46%
2 Healthcare 1.77%
3 Consumer Staples 1.28%
4 Industrials 1.2%
5 Financials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.35%
8,136
-250
52
$400K 0.34%
1,720
+5
53
$382K 0.33%
790
54
$379K 0.33%
7,497
-44
55
$351K 0.3%
7,101
-669
56
$339K 0.29%
1,762
57
$330K 0.28%
500
58
$315K 0.27%
5,268
-237
59
$307K 0.26%
19,735
+1,320
60
$292K 0.25%
1,920
61
$289K 0.25%
20,000
62
$275K 0.24%
+8,820
63
$249K 0.21%
5,740
64
$239K 0.21%
4,601
65
$233K 0.2%
6,771
66
$231K 0.2%
+6,133
67
$224K 0.19%
+2,072
68
$217K 0.19%
+1,015
69
$206K 0.18%
+3,797
70
$201K 0.17%
4,239
-3,710
71
$5.02K ﹤0.01%
10,000
72
– –
-4,656
73
– –
-19,320
1 2
3