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
$142M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$603K
2
+$238K
3
+$219K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$200K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$176K

Top Sells

1
+$262K
2
+$217K
3
+$201K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$131K
5
CTAS icon
Cintas
CTAS
+$44.5K

Sector Composition

1 Technology 4.14%
2 Healthcare 1.53%
3 Industrials 1.52%
4 Consumer Staples 1.13%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.38%
1,651
52
$533K 0.37%
12,775
53
$494K 0.35%
9,069
54
$463K 0.33%
790
55
$460K 0.32%
5,194
56
$448K 0.31%
5,338
57
$443K 0.31%
500
58
$425K 0.3%
8,467
+42
59
$414K 0.29%
2,220
60
$394K 0.28%
1,494
+7
61
$369K 0.26%
5,996
62
$356K 0.25%
1,575
63
$316K 0.22%
4,050
64
$280K 0.2%
5,740
65
$278K 0.2%
20,000
66
$263K 0.19%
5,237
+19
67
$258K 0.18%
6,771
68
$257K 0.18%
5,726
69
$241K 0.17%
1,015
70
$238K 0.17%
+933
71
$219K 0.15%
+9,962
72
$209K 0.15%
4,239
73
$20 ﹤0.01%
10,000
74
– –
-4,601
75
– –
-8,448
1 2
3
4