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
326
$1.35M 0.02%
10,221
+227
327
$1.35M 0.02%
42,750
+13,100
328
$1.35M 0.02%
16,880
+746
329
$1.34M 0.02%
23,495
+271
330
$1.34M 0.02%
31,850
331
$1.33M 0.02%
1,911
+51
332
$1.33M 0.02%
8,735
-131
333
$1.33M 0.02%
4,416
+46
334
$1.32M 0.02%
3,044
+39
335
$1.31M 0.02%
17,721
-106
336
$1.31M 0.02%
9,582
-65
337
$1.3M 0.02%
41,829
+30,479
338
$1.3M 0.02%
107,039
-1,261
339
$1.29M 0.02%
7,869
-36
340
$1.29M 0.02%
15,316
+580
341
$1.28M 0.02%
3,286
+198
342
$1.28M 0.02%
20,537
343
$1.28M 0.02%
5,898
-251
344
$1.27M 0.02%
17,606
+94
345
$1.26M 0.02%
9,088
-434
346
$1.26M 0.02%
11,868
-256
347
$1.26M 0.02%
9,606
+204
348
$1.25M 0.02%
65,828
+3,176
349
$1.24M 0.02%
3,647
+41
350
$1.24M 0.02%
47,500
12 13
14
15 16