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
351
$8.65K ﹤0.01%
+200
352
$8.62K ﹤0.01%
+34
353
$8.61K ﹤0.01%
+100
354
$8.59K ﹤0.01%
+15
355
$8.58K ﹤0.01%
+60
356
$8.41K ﹤0.01%
+77
357
$8.31K ﹤0.01%
+1,602
358
$8K ﹤0.01%
+200
359
$7.63K ﹤0.01%
+800
360
$7.43K ﹤0.01%
+100
361
$7.31K ﹤0.01%
+76
362
$7.02K ﹤0.01%
+273
363
$7.01K ﹤0.01%
+75
364
$6.93K ﹤0.01%
+300
365
$6.79K ﹤0.01%
+996
366
$6.74K ﹤0.01%
+150
367
$6.68K ﹤0.01%
+58
368
$6.66K ﹤0.01%
+219
369
$6.64K ﹤0.01%
+379
370
$6.34K ﹤0.01%
+15,000
371
$6.3K ﹤0.01%
+50
372
$6.03K ﹤0.01%
+300
373
$5.79K ﹤0.01%
+74
374
$5.66K ﹤0.01%
+50
375
$5.64K ﹤0.01%
+1,000
13 14
15
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