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
$278M
AUM Growth
-$2.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.46M
3
+$1.23M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$698K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$510K

Top Sells

1
+$534K
2
+$502K
3
+$414K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$347K
5
PLTR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$62.4K 0.02%
170
177
$62.4K 0.02%
236
+1
178
$61.6K 0.02%
13,209
+1,500
179
$61.1K 0.02%
395
180
$59.7K 0.02%
850
181
$58.9K 0.02%
335
-829
182
$58.1K 0.02%
111
183
$57.6K 0.02%
700
184
$56.9K 0.02%
5,670
+2,011
185
$56.5K 0.02%
+330
186
$56.5K 0.02%
+10,155
187
$56.1K 0.02%
+502
188
$55.4K 0.02%
479
189
$55.2K 0.02%
600
190
$54.4K 0.02%
5,901
+295
191
$54K 0.02%
1,599
+5
192
$53.9K 0.02%
1,081
+118
193
$53K 0.02%
507
+33
194
$52.8K 0.02%
+1,451
195
$52K 0.02%
227
196
$51.2K 0.02%
100
197
$49.6K 0.02%
500
198
$48.8K 0.02%
1,472
+69
199
$48.4K 0.02%
440
+1
200
$46.9K 0.02%
235
6 7
8
9 10