VPW
Vericrest Private Wealth Portfolio holdings
AUM
$81.5M
This Quarter Return
+4.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.15%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.96M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$7.91M |
| 4 |
Apple
AAPL
|
$5.18M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$4.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Communication Services | 2.29% |
| 3 | Financials | 0.62% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Healthcare | 0.26% |
