VPW

Vericrest Private Wealth Portfolio holdings

AUM $113M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$7.31M
3 +$6.74M
4
AAPL icon
Apple
AAPL
+$6.57M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$5.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.51%
2 Communication Services 2.99%
3 Industrials 2.07%
4 Financials 1.45%
5 Healthcare 0.4%