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
276
$18.6K 0.01%
+323
277
$18.5K 0.01%
+3,609
278
$18.4K 0.01%
+56
279
$18.1K 0.01%
+290
280
$18K 0.01%
+1,374
281
$18K 0.01%
+65,574
282
$17.2K 0.01%
+500
283
$17.2K 0.01%
+62
284
$16.9K 0.01%
+460
285
$16.9K 0.01%
+104
286
$16.4K 0.01%
+16
287
$16.2K 0.01%
+245
288
$16.1K 0.01%
+174
289
$15.9K 0.01%
+90
290
$15.8K 0.01%
+503
291
$15.8K 0.01%
+250
292
$15.7K 0.01%
+2,000
293
$15.7K 0.01%
+275
294
$15.6K 0.01%
+46
295
$15.4K 0.01%
+200
296
$14.9K 0.01%
+275
297
$14.9K 0.01%
+200
298
$14.8K 0.01%
+100
299
$14.6K 0.01%
+80
300
$14.4K 0.01%
+1,335
10 11
12
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