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 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
276
$19.6K 0.01%
40
277
$19.4K 0.01%
90
278
$19.2K 0.01%
6,993
+340
279
$18.9K 0.01%
290
280
$18.7K 0.01%
16
281
$18.6K 0.01%
275
282
$18.4K 0.01%
210
283
$18.1K 0.01%
503
284
$17.6K 0.01%
86
-11,369
285
$17.4K 0.01%
174
286
$17.4K 0.01%
822
+48
287
$17.4K 0.01%
5,000
288
$17.3K 0.01%
181
289
$17K 0.01%
100
290
$16.8K 0.01%
200
291
$16.3K 0.01%
80
292
$16.2K 0.01%
62
293
$16.1K 0.01%
240
294
$16K 0.01%
100
-141
295
$15.9K 0.01%
46
296
$15.9K ﹤0.01%
334
297
$15.8K ﹤0.01%
800
+300
298
$15.8K ﹤0.01%
65,574
299
$15.6K ﹤0.01%
410
300
$15.5K ﹤0.01%
+50