VWA
VSM Wealth Advisory Portfolio holdings
AUM
$303M
This Quarter Return
-2.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$278M
AUM Growth
-$2.07M
(-0.74%)
Cap. Flow
+$4.83M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
54.35%
Holding
533
New
59
Increased
127
Reduced
53
Closed
36
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$1.57M |
| 2 |
Vanguard Value ETF
VTV
|
$1.46M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.23M |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$698K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
$510K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$534K |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$502K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$414K |
| 4 |
Vanguard Extended Market ETF
VXF
|
$347K |
| 5 |
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% |
