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
451
$2.37K ﹤0.01%
100
452
$2.33K ﹤0.01%
48
453
$2.29K ﹤0.01%
500
454
$2.24K ﹤0.01%
35
455
$2.14K ﹤0.01%
1,000
-1,000
456
$2.09K ﹤0.01%
+41
457
$2.05K ﹤0.01%
91
458
$1.88K ﹤0.01%
30
459
$1.59K ﹤0.01%
40
+20
460
$1.55K ﹤0.01%
+37
461
$1.39K ﹤0.01%
+25
462
$1.38K ﹤0.01%
+69
463
$1.36K ﹤0.01%
2,000
464
$1.35K ﹤0.01%
1,176
465
$1.2K ﹤0.01%
202
466
$1.1K ﹤0.01%
1,000
467
$1.06K ﹤0.01%
78
468
$879 ﹤0.01%
+12
469
$839 ﹤0.01%
43
470
$809 ﹤0.01%
20
-565
471
$745 ﹤0.01%
50
472
$668 ﹤0.01%
48
473
$631 ﹤0.01%
101
474
$497 ﹤0.01%
133
475
$385 ﹤0.01%
9
17 18
19
20 21