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
326
$1.13M 0.02%
4,603
+424
327
$1.13M 0.02%
7,587
+103
328
$1.13M 0.02%
29,622
+3,416
329
$1.12M 0.02%
62,112
-4,299
330
$1.12M 0.02%
3,998
+616
331
$1.12M 0.02%
6,254
-567
332
$1.11M 0.02%
4,640
+134
333
$1.11M 0.02%
21,932
+2,720
334
$1.11M 0.02%
23,948
+1,783
335
$1.11M 0.02%
17,563
+664
336
$1.09M 0.02%
7,519
-6,437
337
$1.08M 0.02%
21,138
-1,565
338
$1.07M 0.02%
2,486
+127
339
$1.07M 0.02%
27,492
340
$1.07M 0.02%
5,951
-1,159
341
$1.06M 0.02%
4,581
+93
342
$1.06M 0.02%
33,139
+1,093
343
$1.06M 0.02%
34,576
-90,064
344
$1.05M 0.02%
7,533
-1,025
345
$1.04M 0.02%
7,373
-362
346
$1.04M 0.02%
6,008
+435
347
$1.04M 0.02%
5,848
+2,435
348
$1.04M 0.02%
720
-7
349
$1.03M 0.02%
16,786
+1,521
350
$1.03M 0.02%
1,881
+152
12 13
14
15 16