VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$149M
This Quarter Return
+15.99%
1 Year Return
+13.41%
3 Year Return
+46.99%
5 Year Return
+66.45%
10 Year Return
–
AUM
$93.6M
AUM Growth
+$93.6M
(+27%)
Cap. Flow
+$8.93M
Cap. Flow
% of AUM
9.55%
Top 10 Holdings %
Top 10 Hldgs %
68.24%
Holding
49
New
6
Increased
11
Reduced
9
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$7M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.52M |
| 3 |
Vanguard Total Bond Market
BND
|
$640K |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$557K |
| 5 |
Verizon
VZ
|
$311K |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$787K |
| 2 |
Microsoft
MSFT
|
$495K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$319K |
| 4 |
Schwab International Equity ETF
SCHF
|
$160K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$109K |
Sector Composition
| 1 | Technology | 3.41% |
| 2 | Healthcare | 2.41% |
| 3 | Consumer Staples | 0.96% |
| 4 | Utilities | 0.84% |
| 5 | Energy | 0.83% |
