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
$6.5B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$8.29M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.04M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.55M

Top Sells

1
+$19.1M
2
+$9.82M
3
+$4.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.38M

Sector Composition

1 Technology 6.38%
2 Financials 4.9%
3 Healthcare 3.45%
4 Consumer Staples 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.37M 0.04%
50,925
227
$2.37M 0.04%
43,820
228
$2.37M 0.04%
5,288
-157
229
$2.31M 0.04%
17,489
+224
230
$2.31M 0.04%
25,625
+676
231
$2.3M 0.04%
+306,301
232
$2.3M 0.04%
9,581
-193
233
$2.27M 0.03%
29,356
234
$2.27M 0.03%
26,498
+178
235
$2.25M 0.03%
51,293
+578
236
$2.22M 0.03%
35,411
+11,301
237
$2.22M 0.03%
50,680
-1,474
238
$2.21M 0.03%
48,289
+730
239
$2.19M 0.03%
60,016
-4,639
240
$2.17M 0.03%
27,877
+65
241
$2.16M 0.03%
4,196
+50
242
$2.16M 0.03%
25,973
+2,010
243
$2.16M 0.03%
21,812
+15,600
244
$2.14M 0.03%
31,991
+76
245
$2.13M 0.03%
27,361
+239
246
$2.11M 0.03%
56,357
+720
247
$2.1M 0.03%
6,218
+28
248
$2.09M 0.03%
25,829
+304
249
$2.09M 0.03%
8,375
+1,004
250
$2.09M 0.03%
32,445
+369
8 9
10
11 12