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
401
$5.39K ﹤0.01%
379
402
$5.33K ﹤0.01%
200
403
$5.3K ﹤0.01%
97
404
$5.26K ﹤0.01%
1,033
+37
405
$5.25K ﹤0.01%
5,000
406
$5.02K ﹤0.01%
50
407
$4.98K ﹤0.01%
62
408
$4.89K ﹤0.01%
232
+8
409
$4.87K ﹤0.01%
64
410
$4.82K ﹤0.01%
19
411
$4.63K ﹤0.01%
+501
412
$4.59K ﹤0.01%
50
413
$4.57K ﹤0.01%
1,000
414
$4.4K ﹤0.01%
+50
415
$4.39K ﹤0.01%
100
416
$4.37K ﹤0.01%
60
417
$4.29K ﹤0.01%
+122
418
$4.19K ﹤0.01%
202
419
$4.01K ﹤0.01%
300
420
$3.99K ﹤0.01%
103
421
$3.98K ﹤0.01%
122
-300
422
$3.91K ﹤0.01%
500
-429
423
$3.9K ﹤0.01%
2
-20
424
$3.88K ﹤0.01%
50
425
$3.84K ﹤0.01%
1,478
+2
15 16
17
18 19