Portfolio (Quarterly)
Guide ↗
VERITY Wealth Advisors
· CIK 0001763138| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | FIG | FIGMA INC CLASS A COM STK | Technology | 10,000.0 | $181K | 0.11% | — | — | $18.09 | +59.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.3%
Healthcare
20.5%
Consumer Defensive
8.7%
Utilities
7.9%
Industrials
7.2%
Financial Services
6.6%
Consumer Cyclical
5.6%
Communication Services
4.8%
Energy
1.4%