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Veridan Wealth Portfolio holdings
AUM
$270M
This Fund
S&P 500
This Quarter
Est. Return
+1.48%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
–
Cap. Flow
+$208M
Cap. Flow
% of AUM
97.3%
Top 10 Holdings %
Top 10 Hldgs %
51.86%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
COOP
Mr. Cooper
COOP
|
+$51.9M |
| 2 |
Wells Fargo
WFC
|
+$9.36M |
| 3 |
iShares Core Universal USD Bond ETF
IUSB
|
+$8.59M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$6.66M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$5.05M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 31.87% |
| 2 | Technology | 2.42% |
| 3 | Communication Services | 0.65% |
| 4 | Consumer Discretionary | 0.52% |
| 5 | Consumer Staples | 0.49% |
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Veridan Wealth's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Veridan Wealth, which disclosed 82 positions worth $213M. Its ten largest holdings account for 52% of the portfolio.
Its largest position is Mr. Cooper: 545,900 shares worth $56.2M.
By sector, the portfolio is most concentrated in Financials at 32% of assets, followed by Technology and Communication Services.
- Veridan Wealth's largest Q4 2024 buy was Mr. Cooper: 545,900 shares worth $56.2M.
- Veridan Wealth's ten largest holdings make up 52% of its $213M portfolio in Q4 2024.
- Veridan Wealth disclosed 82 positions in Q4 2024, its first 13F filing on record.
Based on Veridan Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.