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
451
$187 ﹤0.01%
+15
452
$161 ﹤0.01%
+100
453
$158 ﹤0.01%
+13
454
$140 ﹤0.01%
+10
455
$124 ﹤0.01%
+33
456
$69 ﹤0.01%
+7
457
$65 ﹤0.01%
+10
458
$17 ﹤0.01%
+1
459
$4 ﹤0.01%
+1
460
$2 ﹤0.01%
+30
461
$0 ﹤0.01%
+6