VW

Veridan Wealth Portfolio holdings

AUM $290M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$56.2M
2
+$10.7M
3
+$8.48M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.83M
5
OEF icon
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 Change
in Stake 		Capital Flow
76
$264K 0.12%
+764
77
$259K 0.12%
+2,152
78
$238K 0.11%
+1,301
79
$237K 0.11%
+2,317
80
$232K 0.11%
+227
81
$224K 0.11%
+277
82
$210K 0.1%
+6,140
1 2 3
4