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
276
$1.42M 0.03%
106,302
+5,010
277
$1.42M 0.03%
18,213
+10,321
278
$1.4M 0.03%
20,769
+1,091
279
$1.4M 0.03%
74,682
+729
280
$1.39M 0.03%
28,463
+4,677
281
$1.39M 0.03%
33,654
-1,983
282
$1.39M 0.03%
18,738
-1,080
283
$1.39M 0.03%
10,868
+490
284
$1.38M 0.03%
27,917
-498
285
$1.38M 0.03%
8,220
+41
286
$1.37M 0.03%
59,144
+4,682
287
$1.37M 0.03%
18,047
-1,958
288
$1.37M 0.03%
42,748
+8,924
289
$1.35M 0.03%
38,793
-1,033
290
$1.35M 0.03%
11,547
-1,701
291
$1.35M 0.03%
53,541
-995
292
$1.34M 0.03%
21,039
-235
293
$1.33M 0.03%
21,835
+8,135
294
$1.32M 0.03%
19,031
+313
295
$1.32M 0.03%
32,951
+1,095
296
$1.32M 0.03%
16,957
+4,566
297
$1.3M 0.03%
28,557
-201
298
$1.25M 0.03%
19,990
+348
299
$1.24M 0.03%
10,071
+583
300
$1.24M 0.03%
18,961
+2,595
10 11
12
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