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
$4.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.47M
3
+$6.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M

Top Sells

1
+$10.1M
2
+$9.05M
3
+$4.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.27%
3 Energy 4.23%
4 Technology 3.87%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.94M 0.04%
45,388
+2,178
227
$1.91M 0.04%
47,708
+18,511
228
$1.9M 0.04%
31,458
-855
229
$1.9M 0.04%
19,837
+13,120
230
$1.9M 0.04%
29,797
-1,807
231
$1.9M 0.04%
18,074
+3,426
232
$1.89M 0.04%
28,437
-1,928
233
$1.86M 0.04%
3,158
-260
234
$1.84M 0.04%
15,519
+266
235
$1.83M 0.04%
10,787
+115
236
$1.83M 0.04%
60,896
+7,069
237
$1.81M 0.04%
99,735
+10,272
238
$1.81M 0.04%
16,195
+253
239
$1.79M 0.04%
16,582
+584
240
$1.78M 0.04%
31,430
+15,248
241
$1.78M 0.04%
13,417
-26
242
$1.75M 0.04%
78,338
-11,756
243
$1.75M 0.04%
12,239
+5,956
244
$1.75M 0.04%
48,947
+320
245
$1.75M 0.04%
23,657
+5,374
246
$1.74M 0.04%
15,850
-170
247
$1.7M 0.04%
40,892
+9,830
248
$1.7M 0.04%
13,227
249
$1.67M 0.04%
3,890
+1,037
250
$1.66M 0.04%
3,936
+11
8 9
10
11 12