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VW

Veridan Wealth Portfolio holdings

AUM $265M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

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
$233K 0.08%
+3,347
77
$230K 0.08%
+6,646
78
$224K 0.08%
+1,102
79
$224K 0.08%
+655