VWA

VSM Wealth Advisory Portfolio holdings

AUM $333M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.9M
3
+$8.57M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$8.12M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.04M

Top Sells

1
+$16.6M
2
+$11.9M
3
+$8M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.37M

Sector Composition

1 Technology 2.75%
2 Consumer Staples 2.04%
3 Financials 1.97%
4 Energy 1.32%
5 Healthcare 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20.5K 0.01%
275
302
$20.4K 0.01%
40
303
$20.4K 0.01%
477
+187
304
$20.3K 0.01%
210
305
$20.2K 0.01%
1,455
-1,767
306
$19.8K 0.01%
100
307
$19.5K 0.01%
1,526
+51
308
$19.2K 0.01%
275
309
$19.1K 0.01%
+239
310
$19K 0.01%
200
311
$18.9K 0.01%
245
312
$18.9K 0.01%
90
313
$18.6K 0.01%
1,904
+251
314
$18.6K 0.01%
460
315
$18.3K 0.01%
181
-600
316
$18.2K 0.01%
320
+87
317
$18.1K 0.01%
605
-994
318
$18K 0.01%
290
319
$17.5K 0.01%
963
+778
320
$17.3K 0.01%
400
321
$17.2K 0.01%
+434
322
$17.2K 0.01%
503
323
$17.1K 0.01%
1,507
+154
324
$17K 0.01%
+210
325
$16.9K 0.01%
62
11 12
13
14 15