V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+3.48%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$4.67B
AUM Growth
+$135M
(+3%)
Cap. Flow
-$8.15M
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
54.31%
Holding
841
New
51
Increased
282
Reduced
349
Closed
49
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$7.12M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.04M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.39M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$3.21M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.59M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$11.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.25M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$2.28M |
| 4 |
TWX
Time Warner Inc
TWX
|
+$2.1M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$1.88M |
Sector Composition
| 1 | Financials | 5.03% |
| 2 | Technology | 4.14% |
| 3 | Energy | 3.64% |
| 4 | Healthcare | 3.57% |
| 5 | Consumer Staples | 2.58% |
