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
376
$7.89K ﹤0.01%
+45
377
$7.84K ﹤0.01%
110
378
$7.84K ﹤0.01%
219
379
$7.75K ﹤0.01%
+100
380
$7.7K ﹤0.01%
+80
381
$7.66K ﹤0.01%
50
382
$7.24K ﹤0.01%
200
383
$7.11K ﹤0.01%
+1,000
384
$7.04K ﹤0.01%
100
385
$6.95K ﹤0.01%
148
-2
386
$6.94K ﹤0.01%
75
387
$6.74K ﹤0.01%
58
388
$6.67K ﹤0.01%
153
+1
389
$6.66K ﹤0.01%
1,602
390
$6.6K ﹤0.01%
200
391
$6.31K ﹤0.01%
300
392
$6.02K ﹤0.01%
64
393
$5.98K ﹤0.01%
+100
394
$5.97K ﹤0.01%
74
395
$5.84K ﹤0.01%
+140
396
$5.76K ﹤0.01%
300
397
$5.7K ﹤0.01%
+1,000
398
$5.51K ﹤0.01%
58
399
$5.47K ﹤0.01%
269
+30
400
$5.4K ﹤0.01%
5,000
14 15
16
17 18