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
326
$1.12M 0.03%
24,719
-2,099
327
$1.12M 0.03%
55,963
328
$1.11M 0.03%
10,508
+371
329
$1.1M 0.03%
9,729
-4,353
330
$1.09M 0.03%
17,892
-88
331
$1.09M 0.02%
5,255
-1,015
332
$1.09M 0.02%
8,527
+820
333
$1.09M 0.02%
10,532
+217
334
$1.08M 0.02%
19,869
+7,454
335
$1.08M 0.02%
33,907
+703
336
$1.08M 0.02%
12,337
+958
337
$1.07M 0.02%
17,303
+369
338
$1.07M 0.02%
27,586
-1,204
339
$1.06M 0.02%
12,848
-1,759
340
$1.06M 0.02%
60,107
-369
341
$1.06M 0.02%
26,823
+237
342
$1.05M 0.02%
19,596
+783
343
$1.05M 0.02%
7,183
344
$1.03M 0.02%
10,299
-2,088
345
$1.02M 0.02%
18,814
-107
346
$1.02M 0.02%
24,228
+84
347
$1.01M 0.02%
25,439
-837
348
$1.01M 0.02%
18,393
+52
349
$1M 0.02%
11,460
-442
350
$991K 0.02%
56,669
+5,347
12 13
14
15 16