VW
Veridan Wealth Portfolio holdings
AUM
$290M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$290M
AUM Growth
–
Holding
79
Top Buys
| 1 | +$114M | |
| 2 | +$11.5M | |
| 3 | +$8.63M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$8.18M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$7.01M |
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 | |
|---|---|---|---|---|---|---|
76
Nike
NKE
$91.3B
| $233K | 0.08% |
+3,347
|
|
||
77
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$66.7M
| $230K | 0.08% |
+6,646
|
|
||
78
Palo Alto Networks
PANW
$123B
| $224K | 0.08% |
+1,102
|
|
||
79
Visa
V
$638B
| $224K | 0.08% |
+655
|
|