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
301
$15.3K 0.01%
1,041
+981
302
$15.1K 0.01%
16
303
$15K 0.01%
410
304
$15K 0.01%
65,574
305
$15K 0.01%
503
306
$14.9K 0.01%
200
307
$14.8K 0.01%
+631
308
$14.7K 0.01%
62
309
$14.7K 0.01%
1,353
+18
310
$14.5K 0.01%
110
311
$14.4K 0.01%
66
312
$14.3K 0.01%
1,068
+68
313
$14.3K 0.01%
400
314
$14.1K 0.01%
40
315
$14.1K 0.01%
240
316
$13.8K 0.01%
200
317
$13.7K ﹤0.01%
275
318
$13.6K ﹤0.01%
+500
319
$13.3K ﹤0.01%
233
+13
320
$13.3K ﹤0.01%
74
+1
321
$13.2K ﹤0.01%
100
322
$13K ﹤0.01%
+2,777
323
$12.9K ﹤0.01%
+200
324
$12.7K ﹤0.01%
201
325
$12.6K ﹤0.01%
334