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
201
$43.8K 0.02%
+1,923
202
$43.7K 0.02%
+498
203
$42.8K 0.02%
+900
204
$42K 0.02%
+200
205
$41.8K 0.01%
+1,244
206
$40.9K 0.01%
+1,000
207
$40.2K 0.01%
+220
208
$39.8K 0.01%
+750
209
$39.1K 0.01%
+371
210
$38.8K 0.01%
+1,429
211
$38.4K 0.01%
+1,000
212
$37.5K 0.01%
+225
213
$37.4K 0.01%
+22
214
$37K 0.01%
+1,000
215
$36.7K 0.01%
+1,579
216
$36.4K 0.01%
+70
217
$36.2K 0.01%
+3,659
218
$36K 0.01%
+100
219
$36K 0.01%
+21
220
$35.2K 0.01%
+56
221
$34.9K 0.01%
+1,593
222
$34.2K 0.01%
+185
223
$34.2K 0.01%
+10,000
224
$31.9K 0.01%
+500
225
$31.7K 0.01%
+1,000
7 8
9
10 11