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
$135M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$242K
3
+$50.7K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$44.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$43.1K

Top Sells

1
+$678K
2
+$611K
3
+$359K
4
LAND
Gladstone Land Corp
LAND
+$217K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$175K

Sector Composition

1 Technology 3.81%
2 Healthcare 1.64%
3 Industrials 1.64%
4 Consumer Staples 1.11%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.37%
9,069
52
$473K 0.35%
500
53
$449K 0.33%
39,334
54
$446K 0.33%
896
-54
55
$444K 0.33%
4,964
-230
56
$428K 0.32%
790
57
$366K 0.27%
1,417
-82
58
$345K 0.26%
5,996
59
$339K 0.25%
1,780
60
$325K 0.24%
1,575
61
$321K 0.24%
+5,172
62
$306K 0.23%
4,050
63
$294K 0.22%
6,018
+750
64
$285K 0.21%
933
65
$282K 0.21%
9,962
66
$271K 0.2%
2,568
67
$267K 0.2%
6,771
68
$265K 0.2%
5,267
69
$260K 0.19%
5,726
70
$253K 0.19%
5,740
71
$225K 0.17%
1,015
72
$212K 0.16%
4,239
73
– –
-20,000
1 2
3