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
426
$1.69K ﹤0.01%
+100
427
$1.66K ﹤0.01%
+1,000
428
$1.59K ﹤0.01%
+300
429
$1.57K ﹤0.01%
+200
430
$1.51K ﹤0.01%
+202
431
$1.35K ﹤0.01%
+133
432
$1.25K ﹤0.01%
+350
433
$1.24K ﹤0.01%
+78
434
$1.16K ﹤0.01%
+43
435
$996 ﹤0.01%
+100
436
$924 ﹤0.01%
+200
437
$907 ﹤0.01%
+60
438
$881 ﹤0.01%
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439
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+101
440
$746 ﹤0.01%
+50
441
$727 ﹤0.01%
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442
$684 ﹤0.01%
+1,176
443
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+25
444
$441 ﹤0.01%
+241
445
$390 ﹤0.01%
+10
446
$372 ﹤0.01%
+18
447
$365 ﹤0.01%
+9
448
$289 ﹤0.01%
+32
449
$288 ﹤0.01%
+8
450
$272 ﹤0.01%
+120
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