VW
Veridan Wealth Portfolio holdings
AUM
$221M
1 Year Est. Return
–
AUM
$213M
AUM Growth
–
Holding
82
Top Buys
| 1 | +$56.2M | |
| 2 | +$10.7M | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$651B
| $264K | 0.12% |
+764
|
|
||
77
iShares MSCI ACWI ETF
ACWI
$23.4B
| $259K | 0.12% |
+2,152
|
|
||
78
Palo Alto Networks
PANW
$148B
| $238K | 0.11% |
+1,301
|
|
||
79
Invesco S&P 500 Revenue ETF
RWL
$7.02B
| $237K | 0.11% |
+2,317
|
|
||
80
ServiceNow
NOW
$190B
| $232K | 0.11% |
+227
|
|
||
81
Eli Lilly
LLY
$802B
| $224K | 0.11% |
+277
|
|
||
82
Fidelity Enhanced Mid Cap ETF
FMDE
$3.52B
| $210K | 0.1% |
+6,140
|
|