VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$149M
This Quarter Return
+5.8%
1 Year Return
+13.41%
3 Year Return
+46.99%
5 Year Return
+66.45%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+5.8%)
Cap. Flow
+$319K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
61.59%
Holding
74
New
1
Increased
22
Reduced
9
Closed
1
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$216K |
| 2 |
AbbVie
ABBV
|
$211K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$101K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$55.5K |
| 5 |
Exxon Mobil
XOM
|
$51.1K |
Top Sells
| 1 |
Amazon
AMZN
|
$205K |
| 2 |
Apple
AAPL
|
$91.7K |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$61.9K |
| 4 |
Microsoft
MSFT
|
$44.4K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$12.4K |
Sector Composition
| 1 | Technology | 3.83% |
| 2 | Healthcare | 2.23% |
| 3 | Consumer Staples | 1.4% |
| 4 | Energy | 1.03% |
| 5 | Industrials | 1.01% |
