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
151
$75.7K 0.03%
+1,279
152
$75K 0.03%
+30,000
153
$74.8K 0.03%
+395
154
$74.7K 0.03%
+688
155
$74.6K 0.03%
+327
156
$73.9K 0.03%
+184
157
$73.4K 0.03%
+1,669
158
$72.4K 0.03%
+978
159
$71.6K 0.03%
+2,697
160
$71.1K 0.03%
+1,691
161
$70.8K 0.03%
+479
162
$70.4K 0.03%
+1,000
163
$69.4K 0.02%
+752
164
$68.7K 0.02%
+170
165
$68.6K 0.02%
+1,383
166
$68.4K 0.02%
+490
167
$67.3K 0.02%
+129
168
$65.5K 0.02%
+499
169
$65.4K 0.02%
+495
170
$64.7K 0.02%
+221
171
$62.9K 0.02%
+199
172
$62.4K 0.02%
+602
173
$61.5K 0.02%
+850
174
$61.3K 0.02%
+2,350
175
$60.8K 0.02%
+1,343