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
426
$3.84K ﹤0.01%
105
+1
427
$3.81K ﹤0.01%
18
+10
428
$3.77K ﹤0.01%
+75
429
$3.63K ﹤0.01%
150
430
$3.59K ﹤0.01%
+50
431
$3.5K ﹤0.01%
+100
432
$3.48K ﹤0.01%
74
433
$3.46K ﹤0.01%
120
434
$3.43K ﹤0.01%
185
+3
435
$3.4K ﹤0.01%
+100
436
$3.32K ﹤0.01%
39
437
$3.29K ﹤0.01%
80
+1
438
$3.28K ﹤0.01%
173
-100
439
$3.17K ﹤0.01%
67
+1
440
$3.07K ﹤0.01%
300
441
$3.04K ﹤0.01%
29
442
$2.78K ﹤0.01%
50
443
$2.71K ﹤0.01%
+1,000
444
$2.69K ﹤0.01%
+250
445
$2.63K ﹤0.01%
1,700
446
$2.56K ﹤0.01%
10
447
$2.54K ﹤0.01%
189
448
$2.51K ﹤0.01%
80
449
$2.45K ﹤0.01%
+10
450
$2.37K ﹤0.01%
65
16 17
18
19 20