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
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.1M 0.04%
10,494
-1,551
227
$2.09M 0.04%
23,973
228
$2.08M 0.04%
7,188
+197
229
$2.06M 0.04%
177,243
+2,105
230
$2.01M 0.03%
29,356
231
$1.99M 0.03%
40,428
+2
232
$1.98M 0.03%
52,189
-700
233
$1.98M 0.03%
30,109
+201
234
$1.97M 0.03%
37,755
+3,701
235
$1.96M 0.03%
796
236
$1.93M 0.03%
48,824
237
$1.91M 0.03%
42,229
-9,366
238
$1.91M 0.03%
44,281
-5,348
239
$1.9M 0.03%
33,417
+951
240
$1.9M 0.03%
6,320
+278
241
$1.88M 0.03%
158,502
-1,220
242
$1.88M 0.03%
30,638
-2,302
243
$1.87M 0.03%
33,270
+1,080
244
$1.86M 0.03%
60,154
+4,042
245
$1.86M 0.03%
39,417
+5,977
246
$1.85M 0.03%
44,878
-1,321
247
$1.85M 0.03%
40,680
-4,414
248
$1.82M 0.03%
23,804
+804
249
$1.81M 0.03%
47,624
+2,498
250
$1.81M 0.03%
12,884
-252
8 9
10
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