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
276
$1.5M 0.03%
2,085
+56
277
$1.49M 0.03%
38,245
-80
278
$1.49M 0.03%
31,806
-70,155
279
$1.48M 0.03%
12,613
+378
280
$1.47M 0.03%
31,703
-1,028
281
$1.46M 0.03%
4,690
+242
282
$1.46M 0.02%
9,738
+77
283
$1.45M 0.02%
17,518
+353
284
$1.45M 0.02%
3,556
-47
285
$1.44M 0.02%
11,254
+623
286
$1.4M 0.02%
5,447
+178
287
$1.39M 0.02%
13,962
+3,434
288
$1.39M 0.02%
17,692
-583
289
$1.37M 0.02%
24,110
290
$1.37M 0.02%
18,610
+2,173
291
$1.37M 0.02%
8,130
+571
292
$1.37M 0.02%
5,896
-59
293
$1.36M 0.02%
11,760
-2,624
294
$1.35M 0.02%
3,471
+743
295
$1.35M 0.02%
5,561
+469
296
$1.35M 0.02%
11,920
-72
297
$1.35M 0.02%
17,580
+156
298
$1.32M 0.02%
11,386
+1,052
299
$1.31M 0.02%
8,149
+58
300
$1.3M 0.02%
7,713
+189
10 11
12
13 14