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
301
$1.25M 0.02%
8,446
-166
302
$1.25M 0.02%
15,636
-3
303
$1.25M 0.02%
5,091
-271
304
$1.25M 0.02%
4,214
+64
305
$1.25M 0.02%
10,830
-284
306
$1.24M 0.02%
10,583
+65
307
$1.24M 0.02%
17,945
+1,491
308
$1.23M 0.02%
43,176
-380
309
$1.23M 0.02%
31,455
+471
310
$1.22M 0.02%
13,593
311
$1.22M 0.02%
7,189
+76
312
$1.22M 0.02%
9,107
+40
313
$1.22M 0.02%
24,813
-7,435
314
$1.21M 0.02%
9,778
+164
315
$1.19M 0.02%
19,769
+666
316
$1.19M 0.02%
13,243
-456
317
$1.18M 0.02%
29,046
+2,668
318
$1.18M 0.02%
20,448
+392
319
$1.18M 0.02%
9,893
+134
320
$1.16M 0.02%
34,203
+3,848
321
$1.16M 0.02%
5,373
-3,923
322
$1.16M 0.02%
4,967
+4
323
$1.15M 0.02%
15,636
+362
324
$1.15M 0.02%
12,328
+1,036
325
$1.14M 0.02%
38,598
+2,578
11 12
13
14 15