VWA

VSM Wealth Advisory Portfolio holdings

AUM $322M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$45.6M
2 +$15.3M
3 +$15M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.3M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.66%
2 Consumer Staples 2.27%
3 Financials 1.76%
4 Energy 1.42%
5 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$23.5K 0.01%
+736
252
$23.4K 0.01%
+210
253
$23.4K 0.01%
+40
254
$23.4K 0.01%
+92
255
$23.3K 0.01%
+201
256
$23.1K 0.01%
+585
257
$23K 0.01%
+100
258
$22.4K 0.01%
+730
259
$22.1K 0.01%
+380
260
$22K 0.01%
+104
261
$21.6K 0.01%
+640
262
$21.6K 0.01%
+421
263
$21.4K 0.01%
+860
264
$21.2K 0.01%
+2,004
265
$20.9K 0.01%
+308
266
$20.7K 0.01%
+661
267
$20.6K 0.01%
+400
268
$20.6K 0.01%
+552
269
$20.1K 0.01%
+107
270
$19.9K 0.01%
+263
271
$19.6K 0.01%
+523
272
$19.4K 0.01%
+90
273
$19.3K 0.01%
+1,270
274
$19.2K 0.01%
+275
275
$19.2K 0.01%
+6