VW
Veridan Wealth Portfolio holdings
AUM
$221M
This Quarter Return
+1.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$213M
AUM Growth
–
Cap. Flow
+$213M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.86%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Mr. Cooper
COOP
|
$56.2M |
| 2 |
Wells Fargo
WFC
|
$10.7M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$8.48M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$6.83M |
| 5 |
iShares S&P 100 ETF
OEF
|
$5.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 31.87% |
| 2 | Technology | 2.42% |
| 3 | Communication Services | 0.65% |
| 4 | Consumer Discretionary | 0.52% |
| 5 | Consumer Staples | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$679B
| $264K | 0.12% |
+764
| New | +$264K |
|
77
iShares MSCI ACWI ETF
ACWI
$21.9B
| $259K | 0.12% |
+2,152
| New | +$259K |
|
78
Palo Alto Networks
PANW
$127B
| $238K | 0.11% |
+1,301
| New | +$238K |
|
79
Invesco S&P 500 Revenue ETF
RWL
$6.25B
| $237K | 0.11% |
+2,317
| New | +$237K |
|
80
ServiceNow
NOW
$189B
| $232K | 0.11% |
+227
| New | +$232K |
|
81
Eli Lilly
LLY
$659B
| $224K | 0.11% |
+277
| New | +$224K |
|
82
Fidelity Enhanced Mid Cap ETF
FMDE
$3.33B
| $210K | 0.1% |
+6,140
| New | +$210K |
|