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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.28M 0.02%
24,110
+7,180
327
$1.25M 0.02%
33,180
+255
328
$1.25M 0.02%
6,471
+339
329
$1.25M 0.02%
33,555
-655
330
$1.25M 0.02%
9,734
+3,024
331
$1.24M 0.02%
14,302
+157
332
$1.23M 0.02%
5,199
333
$1.23M 0.02%
15,716
-393
334
$1.22M 0.02%
19,360
+10,090
335
$1.22M 0.02%
14,379
-13
336
$1.21M 0.02%
8,085
+701
337
$1.2M 0.02%
4,249
+36
338
$1.2M 0.02%
1,740
-112
339
$1.19M 0.02%
5,510
+774
340
$1.19M 0.02%
9,889
-1,224
341
$1.18M 0.02%
8,662
-5,991
342
$1.18M 0.02%
6,967
+60
343
$1.18M 0.02%
37,184
+1,000
344
$1.17M 0.02%
5,721
-168
345
$1.17M 0.02%
12,220
-256
346
$1.17M 0.02%
29,465
+14,850
347
$1.16M 0.02%
22,142
+150
348
$1.16M 0.02%
779
+3
349
$1.16M 0.02%
34,344
+6,497
350
$1.14M 0.02%
10,332
-172
12 13
14
15 16