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
51
$433K 0.17%
+7,831
52
$429K 0.17%
+9,028
53
$427K 0.17%
+2,409
54
$418K 0.17%
+3,381
55
$381K 0.15%
+13,840
56
$380K 0.15%
+2,075
57
$373K 0.15%
+2,342
58
$371K 0.15%
+2,733
59
$364K 0.15%
+586
60
$360K 0.14%
+1,759
61
$358K 0.14%
+2,684
62
$346K 0.14%
+5,913
63
$343K 0.14%
+13,608
64
$339K 0.14%
+2,638
65
$338K 0.14%
+3,117
66
$336K 0.13%
+5,909
67
$321K 0.13%
+1,106
68
$297K 0.12%
+3,042
69
$272K 0.11%
+2,526
70
$259K 0.1%
+2,528
71
$251K 0.1%
+708
72
$251K 0.1%
+3,535
73
$245K 0.1%
+3,612
74
$242K 0.1%
+235
75
$241K 0.1%
+2,306
1 2
3
4