VWA
VERITY Wealth Advisors Portfolio holdings
AUM
$149M
This Quarter Return
-3.81%
1 Year Return
+13.41%
3 Year Return
+46.99%
5 Year Return
+66.45%
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-4.6%)
Cap. Flow
-$802K
Cap. Flow
% of AUM
-0.75%
Top 10 Holdings %
Top 10 Hldgs %
64.43%
Holding
69
New
–
Increased
16
Reduced
14
Closed
3
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$233K |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$163K |
| 3 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
$44.7K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$43.5K |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$39.3K |
Top Sells
| 1 |
Verizon
VZ
|
$228K |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$206K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$202K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$175K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$128K |
Sector Composition
| 1 | Technology | 4.01% |
| 2 | Healthcare | 1.9% |
| 3 | Consumer Staples | 1.36% |
| 4 | Energy | 1.13% |
| 5 | Industrials | 1.1% |
