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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.39M 0.03%
8,252
+740
277
$1.37M 0.03%
11,001
+120
278
$1.37M 0.03%
1,939
-77
279
$1.36M 0.03%
19,286
280
$1.36M 0.03%
8,570
-146
281
$1.36M 0.03%
11,021
-1,167
282
$1.35M 0.03%
90,126
-1,748
283
$1.35M 0.03%
4,559
+15
284
$1.35M 0.03%
10,504
285
$1.34M 0.03%
13,945
-6
286
$1.34M 0.03%
31,022
-2,905
287
$1.33M 0.03%
23,263
-63
288
$1.33M 0.03%
11,243
+309
289
$1.32M 0.03%
144,613
+3,317
290
$1.32M 0.03%
8,963
+284
291
$1.31M 0.03%
15,413
+335
292
$1.3M 0.03%
14,304
+329
293
$1.27M 0.02%
107,628
+24
294
$1.27M 0.02%
15,692
295
$1.27M 0.02%
6,558
+133
296
$1.27M 0.02%
18,951
-2,159
297
$1.26M 0.02%
13,865
+389
298
$1.26M 0.02%
51,182
+441
299
$1.26M 0.02%
13,017
+1,237
300
$1.25M 0.02%
36,383
-973
10 11
12
13 14