VWM

Verus Wealth Management Portfolio holdings

AUM $99.4M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$9.53M
3 +$6.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.96M
5
BND icon
Vanguard Total Bond Market
BND
+$5.12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Communication Services 1.9%
3 Financials 1.56%
4 Consumer Discretionary 1.16%
5 Utilities 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$236K 0.27%
+258
52
$220K 0.25%
+247
53
$214K 0.24%
+919