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
76
-1,622