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 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
276
$20.5K 0.01%
421
277
$20.5K 0.01%
100
278
$20.2K 0.01%
107
279
$20.1K 0.01%
425
280
$20.1K 0.01%
323
281
$19.3K 0.01%
523
282
$18.7K 0.01%
1,475
+101
283
$18.4K 0.01%
460
284
$18K 0.01%
+20
285
$17.7K 0.01%
73
+40
286
$17.4K 0.01%
500
-500
287
$17.3K 0.01%
275
288
$17.2K 0.01%
+183
289
$17.1K 0.01%
104
290
$17.1K 0.01%
245
291
$17.1K 0.01%
56
292
$16.9K 0.01%
90
293
$16.9K 0.01%
290
294
$16.8K 0.01%
860
295
$16.3K 0.01%
1,653
+550
296
$16.1K 0.01%
46
297
$16.1K 0.01%
174
298
$15.8K 0.01%
+309
299
$15.7K 0.01%
92
+12
300
$15.3K 0.01%
90