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
$278M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.46M
3
+$1.23M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$698K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$510K

Top Sells

1
+$534K
2
+$502K
3
+$414K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$347K
5
PLTR icon
Palantir
PLTR
+$274K

Sector Composition

1 Technology 2.55%
2 Consumer Staples 2.37%
3 Financials 1.97%
4 Energy 1.57%
5 Healthcare 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26.6K 0.01%
201
252
$26.2K 0.01%
115
253
$26K 0.01%
+1,132
254
$25.5K 0.01%
172
255
$25.3K 0.01%
+6,162
256
$25K 0.01%
519
-33
257
$24.8K 0.01%
+75
258
$24.8K 0.01%
640
259
$24K 0.01%
330
260
$23.1K 0.01%
380
261
$23.1K 0.01%
129
262
$23.1K 0.01%
40
263
$23K 0.01%
736
264
$22.9K 0.01%
6
265
$22.8K 0.01%
10,000
266
$22.8K 0.01%
92
267
$22.8K 0.01%
346
268
$22.6K 0.01%
663
+2
269
$22.2K 0.01%
210
270
$22.2K 0.01%
730
271
$21.8K 0.01%
308
272
$21.5K 0.01%
263
273
$21.5K 0.01%
66
274
$21.3K 0.01%
327
275
$21.1K 0.01%
250
-3,246
9 10
11
12 13