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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
51
$470K 0.16%
+7,828
52
$465K 0.16%
+2,393
53
$440K 0.15%
+3,390
54
$438K 0.15%
+9,123
55
$431K 0.15%
+1,306
56
$421K 0.15%
+2,058
57
$381K 0.13%
+1,766
58
$380K 0.13%
+2,712
59
$378K 0.13%
+565
60
$377K 0.13%
+2,673
61
$376K 0.13%
+5,910
62
$365K 0.13%
+3,118
63
$363K 0.12%
+5,912
64
$348K 0.12%
+13,761
65
$347K 0.12%
+2,258
66
$334K 0.11%
+2,468
67
$290K 0.1%
+921
68
$287K 0.1%
+2,784
69
$277K 0.1%
+2,457
70
$269K 0.09%
+3,616
71
$265K 0.09%
+595
72
$263K 0.09%
+6,064
73
$250K 0.09%
+1,809
74
$239K 0.08%
+6,344
75
$237K 0.08%
+10,048
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3
4