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
$139M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$69.9K
2
+$46.5K
3
+$14.6K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.7K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$11K

Top Sells

1
+$819K
2
+$161K
3
+$153K
4
AMZN icon
Amazon
AMZN
+$96.5K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$35.6K

Sector Composition

1 Technology 4.13%
2 Healthcare 1.45%
3 Industrials 1.45%
4 Consumer Staples 1.08%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.36%
950
52
$493K 0.36%
5,338
53
$491K 0.35%
790
54
$474K 0.34%
9,069
55
$458K 0.33%
500
56
$448K 0.32%
39,334
57
$396K 0.29%
1,499
+5
58
$391K 0.28%
1,780
-440
59
$366K 0.26%
1,575
60
$344K 0.25%
5,996
61
$307K 0.22%
933
62
$285K 0.21%
4,050
63
$271K 0.2%
2,568
-7,760
64
$265K 0.19%
5,267
-3,200
65
$258K 0.19%
5,268
+31
66
$251K 0.18%
5,740
67
$244K 0.18%
1,015
68
$240K 0.17%
6,771
69
$229K 0.17%
5,726
70
$227K 0.16%
9,962
71
$217K 0.16%
20,000
72
$205K 0.15%
4,239
73
– –
-10,000
1 2
3