VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$161M
1-Year Est. Return
18.14%
This Fund
S&P 500
1 Year Est. Return
+18.14%
AUM
$158M
AUM Growth
+$9.46M
(+6.4%)
Holding
79
Top Buys
| 1 | +$687K | |
| 2 | +$227K | |
| 3 | +$205K | |
| 4 |
AbbVie
ABBV
|
+$178K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$176K |
Top Sells
| 1 | +$537K | |
| 2 | +$506K | |
| 3 | +$364K | |
| 4 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$304K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$136K |
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Industrials | 1.8% |
| 3 | Healthcare | 1.6% |
| 4 | Financials | 0.95% |
| 5 | Consumer Staples | 0.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Global Clean Energy ETF
ICLN
$2.09B
| $211K | 0.13% |
13,637
-25,697
|
|
||
|
77
Alphabet (Google) Class A
GOOGL
$3.71T
| $204K | 0.13% |
+840
|
|
||
|
78
AbbVie
ABBV
$402B
| $202K | 0.13% |
+872
|
|
||
79
iShares Global Infrastructure ETF
IGF
$9.92B
| – | – |
-9,069
|
|