VWA

VERITY Wealth Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$418K
3
+$414K
4
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$413K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$210K

Top Sells

1
+$453K
2
+$373K
3
+$91.6K
4
CTAS icon
Cintas
CTAS
+$27.2K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.1K

Sector Composition

1 Technology 3.9%
2 Industrials 1.82%
3 Healthcare 1.37%
4 Financials 0.95%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$537K 0.36%
9,069
52
$528K 0.35%
4,964
53
$524K 0.35%
790
54
$516K 0.35%
39,334
55
$495K 0.33%
500
56
$494K 0.33%
933
57
$476K 0.32%
2,318
58
$418K 0.28%
+17,289
59
$414K 0.28%
+9,601
60
$413K 0.28%
+5,398
61
$399K 0.27%
3,150
62
$397K 0.27%
1,417
63
$391K 0.26%
1,780
64
$363K 0.24%
896
65
$339K 0.23%
5,996
66
$338K 0.23%
4,050
67
$298K 0.2%
6,026
+8
68
$290K 0.19%
6,771
69
$288K 0.19%
9,962
70
$283K 0.19%
5,740
71
$273K 0.18%
2,568
72
$265K 0.18%
5,267
73
$248K 0.17%
5,726
74
$241K 0.16%
1,015
75
$213K 0.14%
4,239
1 2
3