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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.92M 0.04%
21,210
-4,975
227
$1.92M 0.04%
4,647
-623
228
$1.91M 0.04%
28,937
+5,615
229
$1.89M 0.04%
18,935
+268
230
$1.87M 0.04%
23,200
+6,200
231
$1.87M 0.04%
26,278
+2,080
232
$1.87M 0.04%
45,582
-8,686
233
$1.85M 0.04%
+47,209
234
$1.85M 0.04%
16,285
-153
235
$1.84M 0.04%
16,921
+2,100
236
$1.84M 0.04%
12,102
-292
237
$1.78M 0.03%
20,912
+1,088
238
$1.77M 0.03%
8,920
-271
239
$1.74M 0.03%
31,052
-2,000
240
$1.72M 0.03%
9,405
+53
241
$1.7M 0.03%
28,667
+5,668
242
$1.68M 0.03%
31,710
+12,380
243
$1.67M 0.03%
27,390
+1,400
244
$1.67M 0.03%
31,265
+309
245
$1.66M 0.03%
71,994
-4,017
246
$1.66M 0.03%
19,039
+2,637
247
$1.66M 0.03%
14,223
-581
248
$1.65M 0.03%
33,373
-339
249
$1.65M 0.03%
14,436
+364
250
$1.64M 0.03%
3,680
+85
8 9
10
11 12