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% |
