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
251
$1.63M 0.04%
10,763
+94
252
$1.63M 0.04%
18,856
+3,038
253
$1.63M 0.04%
24,761
-587
254
$1.62M 0.04%
18,306
+388
255
$1.61M 0.04%
37,340
+661
256
$1.6M 0.04%
24,307
257
$1.59M 0.04%
17,657
-4,870
258
$1.59M 0.04%
6,574
-726
259
$1.56M 0.04%
11,775
+3,729
260
$1.56M 0.04%
17,846
261
$1.56M 0.04%
56,263
+25,970
262
$1.55M 0.04%
17,495
-40
263
$1.54M 0.04%
103,220
-5,320
264
$1.53M 0.03%
17,028
-498
265
$1.51M 0.03%
12,080
-486
266
$1.51M 0.03%
5,869
-35
267
$1.51M 0.03%
34,175
+2,070
268
$1.46M 0.03%
23,534
-1,278
269
$1.46M 0.03%
18,784
+4,436
270
$1.46M 0.03%
25,591
-57
271
$1.43M 0.03%
18,410
-571
272
$1.43M 0.03%
45,973
+54
273
$1.43M 0.03%
27,629
+5,674
274
$1.43M 0.03%
60,469
+406
275
$1.42M 0.03%
10,720
+200
9 10
11
12 13