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VW
Veridan Wealth Portfolio holdings
AUM
$265M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$265M
AUM Growth
-$32.6M
(-11%)
Holding
80
Top Buys
| 1 | +$220K | |
| 2 | +$204K | |
| 3 | +$178K | |
| 4 |
Microsoft
MSFT
|
+$175K |
| 5 |
NYLI FTSE International Equity Currency Neutral ETF
HFXI
|
+$165K |
Top Sells
| 1 | +$364K | |
| 2 | +$215K | |
| 3 | +$102K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$47.7K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$32.3K |
Sector Composition
| 1 | Financials | 36.5% |
| 2 | Technology | 2.32% |
| 3 | Communication Services | 0.63% |
| 4 | Consumer Discretionary | 0.37% |
| 5 | Consumer Staples | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$69.1M
| $232K | 0.09% |
6,588
-190
|
|
||
77
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
| $229K | 0.09% |
9,917
-281
|
|
||
78
Visa
V
$622B
| $215K | 0.08% |
711
+52
|
|
||
79
McKesson
MCK
$87.9B
| $213K | 0.08% |
+247
|
|
||
80
Nike
NKE
$66.9B
| – | – |
-3,367
|
|