VWM
Verus Wealth Management Portfolio holdings
AUM
$99.4M
1 Year Est. Return
–
AUM
$91.3M
AUM Growth
+$2.1M
(+2.4%)
Holding
54
Top Buys
| 1 | +$878K | |
| 2 | +$875K | |
| 3 | +$509K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$432K |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$293K |
Top Sells
| 1 | +$684K | |
| 2 | +$214K | |
| 3 | +$102K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$94.7K |
| 5 |
Broadcom
AVGO
|
+$39.2K |
Sector Composition
| 1 | Technology | 3.92% |
| 2 | Communication Services | 1.8% |
| 3 | Financials | 1.61% |
| 4 | Utilities | 1.02% |
| 5 | Consumer Discretionary | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.46T
| $228K | 0.25% |
878
-2
|
|
||
52
Alphabet (Google) Class C
GOOG
$3.07T
| $208K | 0.23% |
1,332
-3
|
|
||
53
Exelon
EXC
$48.3B
| $204K | 0.22% |
+4,425
|
|
||
54
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-919
|
|