V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.17B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.52M
3
+$4.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.94M

Top Sells

1
+$7.1M
2
+$6.73M
3
+$5.38M
4
AMZN icon
Amazon
AMZN
+$4.01M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.55M

Sector Composition

1 Technology 6.65%
2 Financials 4.33%
3 Healthcare 3.28%
4 Consumer Staples 2.63%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$656B
$759M 11.75%
1,711,984
-16,018
IVV icon
2
iShares Core S&P 500 ETF
IVV
$656B
$603M 9.33%
1,352,254
+8,837
VOO icon
3
Vanguard S&P 500 ETF
VOO
$752B
$511M 7.91%
1,254,616
-888
MDY icon
4
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$463M 7.16%
966,257
-4,967
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$315M 4.88%
6,024,965
+80,690
IWB icon
6
iShares Russell 1000 ETF
IWB
$44.5B
$284M 4.39%
1,163,456
-12,961
VYM icon
7
Vanguard High Dividend Yield ETF
VYM
$64.6B
$150M 2.32%
1,412,958
+42,604
IWR icon
8
iShares Russell Mid-Cap ETF
IWR
$44.2B
$149M 2.3%
2,038,798
-48,657
IWM icon
9
iShares Russell 2000 ETF
IWM
$70.3B
$136M 2.1%
725,712
+8,974
AAPL icon
10
Apple
AAPL
$3.67T
$129M 2%
666,630
-27,728
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$84.9B
$110M 1.7%
1,099,823
+21,633
SDY icon
12
SPDR S&P Dividend ETF
SDY
$20.1B
$95.6M 1.48%
780,010
+36,496
MSFT icon
13
Microsoft
MSFT
$3.8T
$94.6M 1.46%
277,749
-4,067
VO icon
14
Vanguard Mid-Cap ETF
VO
$87.4B
$70.4M 1.09%
319,853
+10,987
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.05T
$63.5M 0.98%
186,277
+7,114
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$540B
$58M 0.9%
263,372
+13,178
PG icon
17
Procter & Gamble
PG
$350B
$54.2M 0.84%
357,351
+31,702
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$178B
$37.4M 0.58%
810,947
-24,697
EFA icon
19
iShares MSCI EAFE ETF
EFA
$68B
$36.6M 0.57%
504,552
-21,815
CMCSA icon
20
Comcast
CMCSA
$108B
$35.7M 0.55%
859,881
-9,381
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.05T
$34.4M 0.53%
284,080
-11,523
IWN icon
22
iShares Russell 2000 Value ETF
IWN
$12B
$31.3M 0.48%
222,026
-649
AMZN icon
23
Amazon
AMZN
$2.29T
$31.1M 0.48%
238,844
-30,740
XLK icon
24
Technology Select Sector SPDR Fund
XLK
$93.5B
$30.3M 0.47%
174,292
-291
NVDA icon
25
NVIDIA
NVDA
$4.43T
$30.2M 0.47%
714,080
-9,980
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