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
351
$9.88K ﹤0.01%
402
352
$9.7K ﹤0.01%
+283
353
$9.65K ﹤0.01%
106
+21
354
$9.64K ﹤0.01%
2,000
355
$9.57K ﹤0.01%
274
356
$9.51K ﹤0.01%
149
+2
357
$9.44K ﹤0.01%
200
358
$9.37K ﹤0.01%
320
359
$9.28K ﹤0.01%
+297
360
$9K ﹤0.01%
43
361
$8.95K ﹤0.01%
77
362
$8.92K ﹤0.01%
384
363
$8.88K ﹤0.01%
398
364
$8.87K ﹤0.01%
10,000
+4,000
365
$8.85K ﹤0.01%
+200
366
$8.85K ﹤0.01%
200
367
$8.8K ﹤0.01%
650
368
$8.79K ﹤0.01%
378
369
$8.72K ﹤0.01%
2,350
+2,000
370
$8.48K ﹤0.01%
60
371
$8.43K ﹤0.01%
34
372
$8.32K ﹤0.01%
100
373
$8.23K ﹤0.01%
800
374
$8.19K ﹤0.01%
15
375
$7.91K ﹤0.01%
+80
13 14
15
16 17