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 Buys

1
+$1.57M
2
+$1.46M
3
+$1.23M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$698K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$510K

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
326
$12.6K ﹤0.01%
+92
327
$12.5K ﹤0.01%
86
328
$12.2K ﹤0.01%
50
329
$12K ﹤0.01%
+144
330
$11.7K ﹤0.01%
417
+3
331
$11.4K ﹤0.01%
238
332
$11.4K ﹤0.01%
+290
333
$11.3K ﹤0.01%
100
334
$11K ﹤0.01%
+75
335
$11K ﹤0.01%
88
336
$10.9K ﹤0.01%
203
337
$10.8K ﹤0.01%
300
338
$10.8K ﹤0.01%
401
+1
339
$10.7K ﹤0.01%
451
-1,128
340
$10.7K ﹤0.01%
587
+299
341
$10.7K ﹤0.01%
325
-25
342
$10.5K ﹤0.01%
500
343
$10.3K ﹤0.01%
100
344
$10.3K ﹤0.01%
1,500
345
$10.3K ﹤0.01%
654
+14
346
$10.2K ﹤0.01%
101
+25
347
$10.2K ﹤0.01%
543
+13
348
$10.2K ﹤0.01%
250
349
$10.1K ﹤0.01%
811
350
$10.1K ﹤0.01%
288
12 13
14
15 16