VW

Veridan Wealth Portfolio holdings

AUM $290M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$10.7M
3
+$8.48M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.83M
5
OEF icon
iShares S&P 100 ETF
OEF
+$5.16M

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.87%
2 Technology 2.42%
3 Communication Services 0.65%
4 Consumer Discretionary 0.52%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.26%
+20,036
27
$2.58M 1.21%
+14,617
28
$2.31M 1.08%
+6,703
29
$2.3M 1.08%
+4,435
30
$2.26M 1.06%
+49,775
31
$2.23M 1.04%
+119,204
32
$2.22M 1.04%
+47,126
33
$1.81M 0.85%
+19,465
34
$1.81M 0.85%
+15,452
35
$1.55M 0.73%
+27,136
36
$1.5M 0.7%
+11,568
37
$1.44M 0.67%
+6,308
38
$1.4M 0.66%
+3,419
39
$1.36M 0.64%
+26,652
40
$1.35M 0.63%
+15,532
41
$1.17M 0.55%
+10,055
42
$842K 0.39%
+3,545
43
$819K 0.38%
+4,722
44
$723K 0.34%
+5,503
45
$621K 0.29%
+13,458
46
$589K 0.28%
+12,643
47
$570K 0.27%
+2,887
48
$543K 0.25%
+1,168
49
$525K 0.25%
+752
50
$511K 0.24%
+9,521
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