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
251
$1.79M 0.03%
24,946
-2,657
252
$1.78M 0.03%
69,290
-58,660
253
$1.78M 0.03%
7,183
+968
254
$1.78M 0.03%
7,483
+299
255
$1.76M 0.03%
8,944
-262
256
$1.76M 0.03%
3,432
+206
257
$1.75M 0.03%
5,173
+434
258
$1.75M 0.03%
6,288
-31
259
$1.75M 0.03%
9,340
+240
260
$1.73M 0.03%
31,357
+22,357
261
$1.72M 0.03%
9,959
-1,009
262
$1.71M 0.03%
22,989
+3,129
263
$1.66M 0.03%
17,431
-259
264
$1.63M 0.03%
48,502
+3,634
265
$1.63M 0.03%
47,139
-3,069
266
$1.63M 0.03%
2,489
+63
267
$1.63M 0.03%
12,009
+994
268
$1.62M 0.03%
19,386
269
$1.61M 0.03%
27,087
-125,710
270
$1.59M 0.03%
15,118
+1,425
271
$1.56M 0.03%
15,474
+396
272
$1.55M 0.03%
15,074
+1,574
273
$1.55M 0.03%
10,619
+1,878
274
$1.52M 0.03%
101,961
+33
275
$1.52M 0.03%
20,994
-4,204
9 10
11
12 13