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
51
$494K 0.23%
+2,705
52
$446K 0.21%
+3,487
53
$445K 0.21%
+18,004
54
$438K 0.21%
+2,162
55
$431K 0.2%
+2,140
56
$425K 0.2%
+708
57
$408K 0.19%
+7,179
58
$407K 0.19%
+7,477
59
$400K 0.19%
+3,856
60
$391K 0.18%
+2,918
61
$386K 0.18%
+2,289
62
$386K 0.18%
+2,157
63
$376K 0.18%
+374
64
$362K 0.17%
+1,794
65
$312K 0.15%
+4,488
66
$303K 0.14%
+13,316
67
$300K 0.14%
+1,377
68
$300K 0.14%
+2,798
69
$290K 0.14%
+2,199
70
$286K 0.13%
+2,874
71
$284K 0.13%
+1,065
72
$277K 0.13%
+9,185
73
$277K 0.13%
+8,912
74
$277K 0.13%
+8,094
75
$274K 0.13%
+714
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