VWM
Verus Wealth Management Portfolio holdings
AUM
$107M
1-Year Est. Return
10.01%
1 Year Est. Return
+10.01%
AUM
$107M
AUM Growth
+$7.69M
(+7.7%)
Holding
57
Top Buys
| 1 | +$2.31M | |
| 2 | +$433K | |
| 3 | +$433K | |
| 4 |
Avantis Responsible International Equity ETF
AVSD
|
+$379K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$325K |
Top Sells
| 1 | +$424K | |
| 2 | +$357K | |
| 3 | +$324K | |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
+$230K |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$194K |
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 | |
|---|---|---|---|---|---|---|
51
Visa
V
$640B
| $268K | 0.25% |
785
|
|
||
52
Costco
COST
$408B
| $259K | 0.24% |
280
|
|
||
53
Eli Lilly
LLY
$927B
| $253K | 0.24% |
332
-20
|
|
||
54
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.64B
| $220K | 0.2% |
5,015
|
|
||
55
Fortis
FTS
$25.8B
| $218K | 0.2% |
4,293
|
|
||
56
Walmart
WMT
$909B
| $206K | 0.19% |
+2,001
|
|
||
57
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.7B
| – | – |
-4,000
|
|