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
51
$464K 0.17%
+22,051
52
$464K 0.17%
+5,999
53
$455K 0.16%
+1,127
54
$454K 0.16%
+2,378
55
$447K 0.16%
+2,215
56
$429K 0.15%
+6,108
57
$419K 0.15%
+1,732
58
$413K 0.15%
+4,572
59
$388K 0.14%
+3,597
60
$386K 0.14%
+1,162
61
$384K 0.14%
+1,749
62
$352K 0.13%
+1,025
63
$348K 0.12%
+1,199
64
$338K 0.12%
+1,538
65
$336K 0.12%
+5,404
66
$335K 0.12%
+10,392
67
$317K 0.11%
+3,159
68
$301K 0.11%
+23,816
69
$292K 0.1%
+3,547
70
$289K 0.1%
+1,568
71
$287K 0.1%
+2,137
72
$281K 0.1%
+10,564
73
$277K 0.1%
+7,355
74
$268K 0.1%
+2,148
75
$268K 0.1%
+3,420
1 2
3
4 5