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
301
$1.54M 0.02%
22,234
+40
302
$1.54M 0.02%
11,715
+573
303
$1.53M 0.02%
33,540
-135
304
$1.52M 0.02%
22,413
-83
305
$1.51M 0.02%
15,117
+902
306
$1.5M 0.02%
6,029
307
$1.49M 0.02%
12,592
+213
308
$1.49M 0.02%
10,254
309
$1.49M 0.02%
8,413
-455
310
$1.45M 0.02%
18,864
+438
311
$1.45M 0.02%
14,289
+134
312
$1.45M 0.02%
39,261
+2,902
313
$1.45M 0.02%
16,595
-220
314
$1.43M 0.02%
4,166
+3
315
$1.41M 0.02%
12,146
-3,125
316
$1.41M 0.02%
19,243
+575
317
$1.41M 0.02%
12,786
+363
318
$1.41M 0.02%
9,913
+182
319
$1.4M 0.02%
30,397
+298
320
$1.38M 0.02%
109,550
321
$1.38M 0.02%
62,550
322
$1.37M 0.02%
37,279
+18,432
323
$1.37M 0.02%
11,618
+1,171
324
$1.37M 0.02%
7,777
+202
325
$1.36M 0.02%
16,004
+466
11 12
13
14 15