We are live on ! Find out more
VWM

Verus Wealth Management Portfolio holdings

AUM $108M
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$430K
3
+$428K
4
AVSD icon
Avantis Responsible International Equity ETF
AVSD
+$367K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K

Top Sells

1
+$401K
2
+$357K
3
+$319K
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$225K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$185K

Sector Composition

1 Technology 4.68%
2 Communication Services 1.97%
3 Financials 1.55%
4 Utilities 1.09%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.16%
53,538
-7,050
27
$1.21M 1.13%
15,119
-150
28
$889K 0.83%
7,368
29
$772K 0.72%
7,705
-548
30
$751K 0.7%
3,766
-32
31
$706K 0.66%
5,250
32
$679K 0.63%
3,092
+4
33
$583K 0.54%
794
-1
34
$579K 0.54%
9,100
-567
35
$565K 0.53%
2,326
-21
36
$544K 0.51%
1,654
+4
37
$535K 0.5%
1,621
38
$534K 0.5%
8,325
39
$404K 0.38%
10,137
+86
40
$402K 0.37%
1,273
-2
41
$389K 0.36%
6,820
-130
42
$388K 0.36%
873
+11
43
$379K 0.35%
+5,300
44
$351K 0.33%
7,991
+78
45
$315K 0.29%
1,294
46
$295K 0.28%
2,460
-10
47
$290K 0.27%
1,424
48
$288K 0.27%
573
-12
49
$280K 0.26%
6,600
50
$269K 0.25%
2,702
-22
1
2
3