VWA

VSM Wealth Advisory Portfolio holdings

AUM $335M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.03M
3
+$8.18M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$4.33M

Top Sells

1
+$15.5M
2
+$9.41M
3
+$8.6M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.12M
5
AAPL icon
Apple
AAPL
+$2.57M

Sector Composition

1 Technology 1.85%
2 Financials 1.72%
3 Consumer Staples 1.71%
4 Energy 1.18%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26.3K 0.01%
558
+3
252
$26.1K 0.01%
66
253
$26.1K 0.01%
15,040
+14,810
254
$25.7K 0.01%
6
-269
255
$25.5K 0.01%
129
256
$25.2K 0.01%
500
257
$24.9K 0.01%
50
258
$24.9K 0.01%
421
259
$24.9K 0.01%
860
260
$24.6K 0.01%
263
261
$24.4K 0.01%
90
262
$24.4K 0.01%
1,572
+46
263
$24K 0.01%
736
264
$23.6K 0.01%
1,000
265
$22.9K 0.01%
322
-1
266
$22.3K 0.01%
380
267
$22.3K 0.01%
477
268
$21.9K 0.01%
107
269
$21.5K 0.01%
689
-1,355
270
$21.1K 0.01%
2,108
+204
271
$21K 0.01%
610
+5
272
$20.3K 0.01%
243
-376
273
$20.1K 0.01%
200
274
$19.9K 0.01%
460
275
$19.7K 0.01%
110
9 10
11
12 13