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
301
$1.24M 0.03%
14,982
-1,319
302
$1.24M 0.03%
9,922
+554
303
$1.24M 0.03%
5,134
+929
304
$1.23M 0.03%
20,331
+7,290
305
$1.23M 0.03%
+22,544
306
$1.23M 0.03%
+15,737
307
$1.22M 0.03%
9,191
-324
308
$1.22M 0.03%
7,424
+560
309
$1.2M 0.03%
9,791
310
$1.2M 0.03%
31,298
+1,198
311
$1.2M 0.03%
22,019
+714
312
$1.2M 0.03%
18,926
+1,022
313
$1.19M 0.03%
18,051
+2,009
314
$1.19M 0.03%
15,965
+434
315
$1.18M 0.03%
22,009
-2,720
316
$1.18M 0.03%
+14,811
317
$1.17M 0.03%
26,580
+317
318
$1.17M 0.03%
9,509
-1,898
319
$1.16M 0.03%
6,072
+3,678
320
$1.16M 0.03%
63,602
-7,047
321
$1.14M 0.03%
2,325
+122
322
$1.14M 0.03%
10,971
+459
323
$1.14M 0.03%
9,429
+3,526
324
$1.13M 0.03%
61,404
-400
325
$1.12M 0.03%
29,264
+1,088
11 12
13
14 15