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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
1
$12.3M 11.48%
115,534
-3,044
2
$12.1M 11.32%
19,806
+329
3
$7.91M 7.38%
94,000
+3,869
4
$6.65M 6.21%
89,444
+5,816
5
$6.5M 6.07%
108,437
-2,517
6
$4.67M 4.36%
93,325
+46,075
7
$4.18M 3.9%
174,733
+7,474
8
$4.12M 3.84%
46,084
-2,572
9
$3.64M 3.4%
30,636
+294
10
$3.59M 3.35%
47,795
-2,588
11
$2.81M 2.63%
29,567
+645
12
$2.56M 2.39%
31,980
+1,348
13
$2.38M 2.23%
36,168
-6,425
14
$1.85M 1.73%
54,713
+12,775
15
$1.65M 1.54%
6,493
+1
16
$1.62M 1.51%
24,151
+737
17
$1.6M 1.49%
34,713
18
$1.6M 1.49%
23,339
-347
19
$1.6M 1.49%
5,280
-548
20
$1.57M 1.46%
26,943
-550
21
$1.52M 1.42%
2,939
+26
22
$1.49M 1.39%
16,726
-788
23
$1.46M 1.37%
12,488
24
$1.34M 1.25%
30,065
-143
25
$1.31M 1.22%
7,008
+21
1
2 3