VW
Veridan Wealth Portfolio holdings
AUM
$221M
1 Year Est. Return
–
AUM
$221M
AUM Growth
+$7.83M
(+3.7%)
Holding
84
Top Buys
| 1 | +$1.23M | |
| 2 | +$1.13M | |
| 3 | +$892K | |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
+$887K |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$804K |
Top Sells
| 1 | +$2.97M | |
| 2 | +$1.55M | |
| 3 | +$232K | |
| 4 |
Fidelity Enhanced Mid Cap ETF
FMDE
|
+$210K |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$206K |
Sector Composition
| 1 | Financials | 34.48% |
| 2 | Technology | 2.18% |
| 3 | Consumer Staples | 0.61% |
| 4 | Communication Services | 0.52% |
| 5 | Consumer Discretionary | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
DNP Select Income Fund
DNP
$3.75B
| $218K | 0.1% |
+22,076
|
|
||
77
Tesla
TSLA
$1.56T
| $206K | 0.09% |
796
+82
|
|
||
78
iShares ESG Aware MSCI EM ETF
ESGE
$5.66B
| $205K | 0.09% |
5,866
-2,228
|
|
||
79
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$63.2M
| $203K | 0.09% |
6,600
-2,585
|
|
||
80
Nuveen ESG International Developed Markets Equity ETF
NUDM
$615M
| $202K | 0.09% |
6,348
-2,564
|
|
||
81
SPDR S&P Emerging Markets Small Cap ETF
EWX
$783M
| – | – |
-27,136
|
|
||
|
82
Fidelity Enhanced Mid Cap ETF
FMDE
$3.52B
| – | – |
-6,140
|
|
||
83
Vanguard Mega Cap 300 Index ETF
MGC
$8.48B
| – | – |
-13,700
|
|
||
84
ServiceNow
NOW
$190B
| – | – |
-227
|
|