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Veridan Wealth Portfolio holdings

AUM $265M
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
$290M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$99.4M
2
+$11.1M
3
+$8.54M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.74M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.95M

Top Sells

No sells this quarter

Sector Composition

1 Financials 43.55%
2 Technology 2.18%
3 Communication Services 0.51%
4 Consumer Staples 0.44%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.08%
+5,215
27
$3.03M 1.04%
+41,652
28
$3M 1.03%
+21,090
29
$2.78M 0.96%
+14,896
30
$2.59M 0.89%
+32,240
31
$2.36M 0.81%
+121,812
32
$2.36M 0.81%
+22,867
33
$2.33M 0.8%
+49,636
34
$2.27M 0.78%
+19,029
35
$2.25M 0.77%
+83,313
36
$1.82M 0.63%
+3,509
37
$1.78M 0.61%
+53,271
38
$1.72M 0.59%
+6,774
39
$1.71M 0.59%
+9,139
40
$846K 0.29%
+4,510
41
$745K 0.26%
+3,394
42
$708K 0.24%
+14,133
43
$652K 0.22%
+4,481
44
$652K 0.22%
+704
45
$651K 0.22%
+1,295
46
$546K 0.19%
+10,600
47
$511K 0.18%
+2,104
48
$492K 0.17%
+2,020
49
$487K 0.17%
+663
50
$482K 0.17%
+2,302
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