VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$149M
This Quarter Return
+2.18%
1 Year Return
+13.41%
3 Year Return
+46.99%
5 Year Return
+66.45%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(+2.4%)
Cap. Flow
+$658K
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
65.69%
Holding
74
New
–
Increased
11
Reduced
10
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$664K |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$210K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$177K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$47.9K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$28.7K |
Top Sells
| 1 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
$200K |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$70.7K |
| 3 |
Schwab International Equity ETF
SCHF
|
$65.6K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$47.1K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$37.8K |
Sector Composition
| 1 | Technology | 4.79% |
| 2 | Healthcare | 1.59% |
| 3 | Industrials | 1.25% |
| 4 | Consumer Staples | 1.16% |
| 5 | Financials | 0.86% |
