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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
51
$268K 0.25%
785
52
$259K 0.24%
280
53
$253K 0.24%
332
-20
54
$220K 0.2%
5,015
55
$218K 0.2%
4,293
56
$206K 0.19%
+2,001
57
– –
-4,000
1 2
3