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
401
$4.01K ﹤0.01%
+120
402
$3.91K ﹤0.01%
+104
403
$3.91K ﹤0.01%
+29
404
$3.77K ﹤0.01%
+30
405
$3.73K ﹤0.01%
+50
406
$3.62K ﹤0.01%
+60
407
$3.61K ﹤0.01%
+74
408
$3.56K ﹤0.01%
+182
409
$3.45K ﹤0.01%
+39
410
$3.23K ﹤0.01%
+96
411
$3.17K ﹤0.01%
+100
412
$3.17K ﹤0.01%
+500
413
$3.11K ﹤0.01%
+300
414
$3.08K ﹤0.01%
+66
415
$3.02K ﹤0.01%
+79
416
$2.79K ﹤0.01%
+189
417
$2.77K ﹤0.01%
+80
418
$2.72K ﹤0.01%
+65
419
$2.68K ﹤0.01%
+10
420
$2.66K ﹤0.01%
+50
421
$2.6K ﹤0.01%
+48
422
$2.18K ﹤0.01%
+91
423
$2K ﹤0.01%
+70
424
$1.94K ﹤0.01%
+8
425
$1.84K ﹤0.01%
+35
15 16
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