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
$3.93B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$9.63M
3
+$5.88M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$5.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.73M

Top Sells

1
+$74.7M
2
+$7.47M
3
+$6.67M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.97M
5
BABA icon
Alibaba
BABA
+$5.92M

Sector Composition

1 Energy 5.19%
2 Financials 4.24%
3 Healthcare 4.17%
4 Consumer Staples 3.96%
5 Technology 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$771K 0.02%
+32,774
352
$770K 0.02%
9,577
+5,585
353
$756K 0.02%
14,109
+69
354
$752K 0.02%
27,949
-1,044
355
$748K 0.02%
26,023
356
$745K 0.02%
24,006
-3,644
357
$741K 0.02%
22,290
+750
358
$738K 0.02%
9,978
-8,097
359
$737K 0.02%
19,517
+631
360
$737K 0.02%
7,077
-221
361
$728K 0.02%
+16,309
362
$722K 0.02%
9,420
+538
363
$718K 0.02%
8,715
-40
364
$718K 0.02%
12,588
+458
365
$713K 0.02%
6,262
-442
366
$711K 0.02%
16,695
367
$709K 0.02%
8,463
+40
368
$707K 0.02%
4,674
+676
369
$706K 0.02%
15,971
-8,922
370
$695K 0.02%
2,957
+102
371
$690K 0.02%
14,205
+5,798
372
$686K 0.02%
29,356
+3,894
373
$685K 0.02%
6,281
+37
374
$684K 0.02%
6,260
+398
375
$681K 0.02%
10,278
+643
13 14
15
16 17