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
301
$14.2K 0.01%
+200
302
$14.2K 0.01%
+240
303
$14K 0.01%
+86
304
$13.9K 0.01%
+410
305
$13.8K ﹤0.01%
+73
306
$13.7K ﹤0.01%
+201
307
$13.7K ﹤0.01%
+40
308
$13.5K ﹤0.01%
+334
309
$13.3K ﹤0.01%
+422
310
$12.7K ﹤0.01%
+220
311
$12.3K ﹤0.01%
+100
312
$12.1K ﹤0.01%
+66
313
$12K ﹤0.01%
+238
314
$11.9K ﹤0.01%
+88
315
$11.8K ﹤0.01%
+1,000
316
$11.8K ﹤0.01%
+50
317
$11.5K ﹤0.01%
+640
318
$11.3K ﹤0.01%
+400
319
$11.3K ﹤0.01%
+350
320
$11.3K ﹤0.01%
+414
321
$11K ﹤0.01%
+288
322
$11K ﹤0.01%
+100
323
$11K ﹤0.01%
+530
324
$11K ﹤0.01%
+274
325
$10.8K ﹤0.01%
+811
11 12
13
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