VWA

VSM Wealth Advisory Portfolio holdings

AUM $333M
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.9M
3
+$8.57M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$8.12M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.04M

Top Sells

1
+$16.6M
2
+$11.9M
3
+$8M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.7M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$3.37M

Sector Composition

1 Technology 2.75%
2 Consumer Staples 2.04%
3 Financials 1.97%
4 Energy 1.32%
5 Healthcare 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$70.7K 0.02%
10,011
+399
177
$70.4K 0.02%
1,488
+1,451
178
$70.1K 0.02%
129
179
$69.6K 0.02%
395
180
$69.1K 0.02%
13,209
181
$69K 0.02%
1,383
182
$67.4K 0.02%
850
183
$67.3K 0.02%
506
+4
184
$67.2K 0.02%
495
185
$66.9K 0.02%
588
186
$63.8K 0.02%
480
+1
187
$63.4K 0.02%
2,044
+1,381
188
$62.5K 0.02%
619
+179
189
$62.5K 0.02%
335
190
$60.8K 0.02%
10,158
+3
191
$60.7K 0.02%
+156
192
$60.2K 0.02%
427
-353
193
$58.9K 0.02%
700
194
$58.6K 0.02%
236
195
$58.5K 0.02%
6,187
+286
196
$58.2K 0.02%
7,563
-3,667
197
$58K 0.02%
1,180
+1,027
198
$57.6K 0.02%
200
199
$57.3K 0.02%
600
200
$55K 0.02%
+996
6 7
8
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