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
126
$103K 0.04%
+1,831
127
$102K 0.04%
+572
128
$101K 0.04%
+833
129
$99.3K 0.04%
+781
130
$99.2K 0.04%
+595
131
$97.9K 0.03%
+779
132
$97.8K 0.03%
+829
133
$97.7K 0.03%
+11,604
134
$97.4K 0.03%
+982
135
$93K 0.03%
+400
136
$91.7K 0.03%
+876
137
$90.1K 0.03%
+246
138
$89K 0.03%
+1,530
139
$88.3K 0.03%
+510
140
$87.2K 0.03%
+3,128
141
$85.5K 0.03%
+4,462
142
$84.4K 0.03%
+9,693
143
$83.2K 0.03%
+2,704
144
$81.6K 0.03%
+1,366
145
$80.4K 0.03%
+334
146
$79.7K 0.03%
+3,228
147
$78.3K 0.03%
+1,385
148
$78.2K 0.03%
+300
149
$77.8K 0.03%
+688
150
$76.5K 0.03%
+909
4 5
6
7 8