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
326
$1.14M 0.02%
2,181
+29
327
$1.13M 0.02%
23,906
+183
328
$1.13M 0.02%
9,406
329
$1.13M 0.02%
15,407
+1,741
330
$1.1M 0.02%
13,276
+189
331
$1.1M 0.02%
6,035
332
$1.09M 0.02%
5,245
+3,022
333
$1.09M 0.02%
7,054
+100
334
$1.09M 0.02%
4,909
-302
335
$1.08M 0.02%
5,294
+64
336
$1.08M 0.02%
4,491
+30
337
$1.08M 0.02%
20,812
-688
338
$1.08M 0.02%
8,105
+629
339
$1.08M 0.02%
6,756
-530
340
$1.07M 0.02%
33,361
+4
341
$1.07M 0.02%
19,067
342
$1.06M 0.02%
53,315
343
$1.06M 0.02%
9,278
-387
344
$1.05M 0.02%
39,615
+1,455
345
$1.04M 0.02%
9,385
+2,313
346
$1.04M 0.02%
25,093
+7,120
347
$1.04M 0.02%
13,539
+1,030
348
$1.04M 0.02%
25,235
-762
349
$1.03M 0.02%
4,015
+23
350
$1.02M 0.02%
6,009
-311
12 13
14
15 16