VWM

Verus Wealth Management Portfolio holdings

AUM $107M
1-Year Est. Return 10.01%
This Quarter Est. Return
1 Year Est. Return
+10.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.3M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$875K
3
+$509K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$432K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$293K

Top Sells

1
+$684K
2
+$214K
3
+$102K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$94.7K
5
AVGO icon
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
$228K 0.25%
878
-2
52
$208K 0.23%
1,332
-3
53
$204K 0.22%
+4,425
54
– –
-919
1 2
3