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
326
$10.6K ﹤0.01%
+100
327
$10.3K ﹤0.01%
+1,500
328
$10.3K ﹤0.01%
+650
329
$10.1K ﹤0.01%
+300
330
$10.1K ﹤0.01%
+402
331
$9.85K ﹤0.01%
+85
332
$9.73K ﹤0.01%
+1,103
333
$9.59K ﹤0.01%
+929
334
$9.45K ﹤0.01%
+5,000
335
$9.37K ﹤0.01%
+203
336
$9.36K ﹤0.01%
+6,000
337
$9.33K ﹤0.01%
+200
338
$9.33K ﹤0.01%
+110
339
$9.31K ﹤0.01%
+200
340
$9.26K ﹤0.01%
+100
341
$9.26K ﹤0.01%
+110
342
$9.22K ﹤0.01%
+152
343
$9.16K ﹤0.01%
+33
344
$9.04K ﹤0.01%
+43
345
$9.01K ﹤0.01%
+320
346
$8.9K ﹤0.01%
+147
347
$8.89K ﹤0.01%
+384
348
$8.85K ﹤0.01%
+398
349
$8.77K ﹤0.01%
+378
350
$8.75K ﹤0.01%
+5,000
12 13
14
15 16