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
$133M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$664K
2
+$210K
3
+$177K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$47.9K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$28.7K

Top Sells

1
+$200K
2
+$150K
3
+$70.7K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$65.6K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.1K

Sector Composition

1 Technology 4.79%
2 Healthcare 1.59%
3 Industrials 1.25%
4 Consumer Staples 1.16%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$502K 0.38%
12,775
52
$488K 0.37%
2,318
53
$456K 0.34%
790
54
$435K 0.33%
9,069
55
$429K 0.32%
2,220
56
$425K 0.32%
500
57
$424K 0.32%
8,425
-752
58
$384K 0.29%
5,194
59
$366K 0.27%
5,338
60
$360K 0.27%
1,487
61
$356K 0.27%
1,575
62
$321K 0.24%
5,996
63
$294K 0.22%
4,050
64
$274K 0.21%
20,000
65
$262K 0.2%
8,448
66
$254K 0.19%
5,218
+72
67
$247K 0.18%
5,740
68
$243K 0.18%
6,771
69
$236K 0.18%
5,726
70
$221K 0.17%
1,015
71
$217K 0.16%
4,601
72
$206K 0.15%
4,239
73
$201K 0.15%
1,622
74
$1.39K ﹤0.01%
10,000
1 2
3