VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$149M
This Quarter Return
-9.78%
1 Year Return
+13.41%
3 Year Return
+46.99%
5 Year Return
+66.45%
10 Year Return
–
AUM
$86.9M
AUM Growth
–
Cap. Flow
+$86.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.85%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$12.8M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.92M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$5.61M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.29M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.58% |
| 2 | Healthcare | 2.33% |
| 3 | Energy | 1.78% |
| 4 | Consumer Staples | 0.88% |
| 5 | Utilities | 0.8% |
