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
376
$5.59K ﹤0.01%
+2,000
377
$5.55K ﹤0.01%
+200
378
$5.5K ﹤0.01%
+62
379
$5.48K ﹤0.01%
+100
380
$5.47K ﹤0.01%
+64
381
$5.25K ﹤0.01%
+288
382
$5.12K ﹤0.01%
+202
383
$4.92K ﹤0.01%
+58
384
$4.85K ﹤0.01%
+45
385
$4.78K ﹤0.01%
+224
386
$4.77K ﹤0.01%
+97
387
$4.68K ﹤0.01%
+75
388
$4.67K ﹤0.01%
+500
389
$4.54K ﹤0.01%
+38
390
$4.53K ﹤0.01%
+150
391
$4.46K ﹤0.01%
+50
392
$4.45K ﹤0.01%
+19
393
$4.37K ﹤0.01%
+1,000
394
$4.37K ﹤0.01%
+239
395
$4.32K ﹤0.01%
+2,000
396
$4.27K ﹤0.01%
+1,700
397
$4.23K ﹤0.01%
+64
398
$4.18K ﹤0.01%
+300
399
$4.18K ﹤0.01%
+103
400
$4.12K ﹤0.01%
+1,476
14 15
16
17 18