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
176
$59.7K 0.02%
+235
177
$59.1K 0.02%
+700
178
$57.3K 0.02%
+600
179
$57K 0.02%
+8,277
180
$56.1K 0.02%
+111
181
$55.8K 0.02%
+630
182
$55.3K 0.02%
+439
183
$55K 0.02%
+1,500
184
$54.6K 0.02%
+474
185
$51.9K 0.02%
+235
186
$51.5K 0.02%
+5,606
187
$51.5K 0.02%
+227
188
$50.3K 0.02%
+593
189
$50.2K 0.02%
+500
190
$47.4K 0.02%
+1,403
191
$47.2K 0.02%
+1,288
192
$47.1K 0.02%
+1,594
193
$47.1K 0.02%
+11,709
194
$46.9K 0.02%
+100
195
$46.6K 0.02%
+963
196
$46K 0.02%
+1,800
197
$45.9K 0.02%
+1,000
198
$45.1K 0.02%
+135
199
$44.5K 0.02%
+835
200
$44.2K 0.02%
+3,154
6 7
8
9 10