VCM
Verde Capital Management Portfolio holdings
AUM
$405M
This Quarter Return
-5.2%
1 Year Return
+18.73%
3 Year Return
+70.09%
5 Year Return
+77.22%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(-5.6%)
Cap. Flow
+$3.81M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
77.34%
Holding
40
New
1
Increased
17
Reduced
19
Closed
2
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$3.1M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$3.08M |
| 3 |
Tesla
TSLA
|
$2.42M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$2M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.74M |
Top Sells
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$3.89M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.74M |
| 3 |
Beyond Meat
BYND
|
$1.33M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.12M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.05M |
Sector Composition
| 1 | Communication Services | 3.31% |
| 2 | Consumer Discretionary | 3.3% |
| 3 | Real Estate | 2.48% |
| 4 | Technology | 1.85% |
| 5 | Financials | 1% |
