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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 Buys

1
+$99.4M
2
+$11.1M
3
+$8.54M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.74M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.95M

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
1
$114M 39.19%
+539,995
2
$11.5M 3.96%
+137,065
3
$8.63M 2.97%
+184,683
4
$8.18M 2.82%
+29,910
5
$7.01M 2.41%
+89,744
6
$6.02M 2.07%
+36,218
7
$6M 2.07%
+18,036
8
$5.83M 2.01%
+66,388
9
$5.82M 2%
+42,247
10
$5.25M 1.81%
+169,307
11
$5.14M 1.77%
+107,309
12
$5.06M 1.74%
+143,350
13
$4.94M 1.7%
+67,256
14
$4.71M 1.62%
+56,023
15
$4.7M 1.62%
+86,843
16
$4.5M 1.55%
+56,340
17
$4.44M 1.53%
+17,466
18
$3.94M 1.36%
+123,569
19
$3.82M 1.31%
+39,553
20
$3.75M 1.29%
+21,458
21
$3.69M 1.27%
+83,598
22
$3.69M 1.27%
+39,643
23
$3.54M 1.22%
+62,509
24
$3.52M 1.21%
+97,345
25
$3.46M 1.19%
+148,629
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