VW

Veridan Wealth Portfolio holdings

AUM $221M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$81.3M
2
+$11M
3
+$8.59M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.51%
2 Technology 2.42%
3 Communication Services 0.58%
4 Consumer Staples 0.56%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.15%
+20,679
27
$2.85M 1.14%
+5,169
28
$2.58M 1.04%
+14,605
29
$2.55M 1.03%
+40,971
30
$2.36M 0.95%
+6,448
31
$2.33M 0.93%
+22,937
32
$2.32M 0.93%
+50,059
33
$2.31M 0.93%
+121,831
34
$2.25M 0.9%
+18,867
35
$2.22M 0.89%
+166,554
36
$1.82M 0.73%
+3,650
37
$1.61M 0.65%
+53,347
38
$1.54M 0.62%
+9,734
39
$1.41M 0.57%
+6,873
40
$834K 0.33%
+3,800
41
$717K 0.29%
+4,459
42
$716K 0.29%
+724
43
$663K 0.27%
+13,529
44
$651K 0.26%
+1,341
45
$608K 0.24%
+4,496
46
$579K 0.23%
+784
47
$505K 0.2%
+10,596
48
$461K 0.18%
+2,521
49
$451K 0.18%
+2,557
50
$450K 0.18%
+2,334
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