VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$161M
1-Year Est. Return
18.2%
1 Year Est. Return
+18.2%
AUM
$161M
AUM Growth
+$2.73M
(+1.7%)
Holding
82
Top Buys
| 1 | +$759K | |
| 2 | +$732K | |
| 3 | +$257K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$202K |
| 5 |
iShares Future Exponential Technologies ETF
XT
|
+$104K |
Top Sells
| 1 | +$944K | |
| 2 | +$791K | |
| 3 | +$202K | |
| 4 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$122K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$25.4K |
Sector Composition
| 1 | Technology | 3.53% |
| 2 | Industrials | 1.75% |
| 3 | Healthcare | 1.64% |
| 4 | Financials | 0.97% |
| 5 | Consumer Staples | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class C
GOOG
$3.96T
| $257K | 0.16% |
+820
|
|
||
77
AT&T
T
$167B
| $247K | 0.15% |
9,962
|
|
||
78
Verizon
VZ
$165B
| $233K | 0.14% |
5,726
|
|
||
79
iShares Global Clean Energy ETF
ICLN
$2.05B
| $224K | 0.14% |
13,637
|
|
||
80
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
| $210K | 0.13% |
4,239
|
|
||
|
81
iShares National Muni Bond ETF
MUB
$42.1B
| $202K | 0.13% |
+1,883
|
|
||
82
AbbVie
ABBV
$382B
| – | – |
-872
|
|