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
$97.9M
AUM Growth
+$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$334K
3
+$279K
4
AAPL icon
Apple
AAPL
+$200K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K

Top Sells

1
+$340K
2
+$268K
3
+$259K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$243K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$214K

Sector Composition

1 Technology 3.63%
2 Healthcare 2.21%
3 Consumer Staples 0.96%
4 Utilities 0.87%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 22.28%
128,111
-1,254
2
$13.6M 13.91%
40,539
+595
3
$6.57M 6.71%
234,462
-1,210
4
$5.92M 6.04%
117,248
+7,663
5
$4.17M 4.26%
90,642
6
$3.67M 3.75%
41,587
+3,787
7
$3.43M 3.5%
79,353
8
$3.17M 3.24%
115,208
-9,396
9
$2.85M 2.91%
44,725
-5,342
10
$2.53M 2.59%
188,454
-15,426
11
$2.27M 2.32%
55,537
12
$2.22M 2.26%
141,142
-2,848
13
$1.93M 1.97%
9,164
-243
14
$1.77M 1.81%
22,423
-1,896
15
$1.58M 1.61%
21,488
16
$1.53M 1.56%
11,285
-1,015
17
$1.39M 1.42%
9,330
18
$1.19M 1.22%
14,413
-695
19
$1.17M 1.2%
18,787
20
$982K 1%
8,345
21
$974K 0.99%
7,702
22
$960K 0.98%
38,238
+4
23
$939K 0.96%
6,775
24
$849K 0.87%
16,443
25
$828K 0.85%
62,418
-18,342
1
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