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
301
$1.29M 0.02%
28,770
+1,260
302
$1.29M 0.02%
9,796
-129
303
$1.29M 0.02%
39,158
+1,649
304
$1.29M 0.02%
17,328
-13,641
305
$1.28M 0.02%
25,709
+608
306
$1.28M 0.02%
34,627
+383
307
$1.27M 0.02%
12,964
+658
308
$1.24M 0.02%
16,054
+606
309
$1.24M 0.02%
12,464
-133
310
$1.24M 0.02%
50,925
311
$1.23M 0.02%
17,519
+5,317
312
$1.21M 0.02%
19,637
+400
313
$1.21M 0.02%
4,686
+526
314
$1.2M 0.02%
18,183
-18
315
$1.19M 0.02%
100,000
316
$1.19M 0.02%
10,871
-2,676
317
$1.19M 0.02%
53,069
318
$1.18M 0.02%
21,313
-667
319
$1.18M 0.02%
54,273
320
$1.17M 0.02%
23,471
+793
321
$1.17M 0.02%
13,886
-2,388
322
$1.16M 0.02%
10,877
+144
323
$1.16M 0.02%
4,188
+16
324
$1.16M 0.02%
46,977
325
$1.15M 0.02%
306,301
11 12
13
14 15