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
$6.5B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$8.29M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.04M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.55M

Top Sells

1
+$19.1M
2
+$9.82M
3
+$4.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.38M

Sector Composition

1 Technology 6.38%
2 Financials 4.9%
3 Healthcare 3.45%
4 Consumer Staples 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.79M 0.03%
11,327
-943
277
$1.79M 0.03%
3,264
+47
278
$1.78M 0.03%
21,290
+2,000
279
$1.78M 0.03%
19,882
-1,435
280
$1.77M 0.03%
5,788
+56
281
$1.75M 0.03%
+31,840
282
$1.74M 0.03%
21,093
-1,289
283
$1.74M 0.03%
17,127
+1,103
284
$1.73M 0.03%
12,628
+163
285
$1.72M 0.03%
6,598
+173
286
$1.71M 0.03%
17,091
+118
287
$1.71M 0.03%
16,977
+1,261
288
$1.7M 0.03%
13,257
-57
289
$1.67M 0.03%
12,533
+353
290
$1.65M 0.03%
33,190
+2,553
291
$1.65M 0.03%
806
+15
292
$1.64M 0.03%
13,693
293
$1.64M 0.03%
19,896
+1,268
294
$1.63M 0.03%
15,916
+1,010
295
$1.62M 0.02%
91,194
+1,626
296
$1.61M 0.02%
59,926
297
$1.6M 0.02%
135,096
+29,282
298
$1.6M 0.02%
32,229
+542
299
$1.59M 0.02%
33,053
+1,860
300
$1.56M 0.02%
100,000
10 11
12
13 14