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
$139M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$69.9K
2
+$46.5K
3
+$14.6K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.7K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$11K

Top Sells

1
+$819K
2
+$161K
3
+$153K
4
AMZN icon
Amazon
AMZN
+$96.5K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$35.6K

Sector Composition

1 Technology 4.13%
2 Healthcare 1.45%
3 Industrials 1.45%
4 Consumer Staples 1.08%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.7M 27.96%
133,687
-123
2
$22.3M 16.1%
37,884
3
$8.84M 6.38%
153,907
-7
4
$3.94M 2.84%
9,345
5
$3.74M 2.7%
85,007
6
$3.21M 2.32%
67,157
+1,462
7
$3.12M 2.25%
134,751
8
$2.92M 2.1%
55,903
+210
9
$2.86M 2.07%
23,554
10
$2.83M 2.04%
81,445
+419
11
$2.1M 1.52%
23,576
+131
12
$2.06M 1.48%
111,125
+89
13
$1.71M 1.23%
19,253
-1,718
14
$1.41M 1.02%
13,081
15
$1.39M 1.01%
13,841
16
$1.29M 0.93%
26,031
17
$1.27M 0.92%
56,088
18
$1.23M 0.89%
21,109
+800
19
$1.2M 0.86%
7,795
20
$1.2M 0.86%
15,496
21
$1.18M 0.85%
8,898
22
$1.13M 0.82%
15,762
+140
23
$1.09M 0.78%
43,719
24
$1.08M 0.78%
5,904
25
$1.07M 0.77%
1,985
1
2 3