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
$4.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.47M
3
+$6.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M

Top Sells

1
+$10.1M
2
+$9.05M
3
+$4.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.27%
3 Energy 4.23%
4 Technology 3.87%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$990K 0.02%
20,646
-5,237
352
$987K 0.02%
11,695
-1,057
353
$961K 0.02%
19,706
+184
354
$960K 0.02%
22,809
-23,128
355
$958K 0.02%
52,184
+6,185
356
$955K 0.02%
14,017
+1,190
357
$950K 0.02%
31,385
+12,027
358
$945K 0.02%
5,232
-683
359
$945K 0.02%
9,228
-768
360
$932K 0.02%
10,193
+739
361
$923K 0.02%
+11,107
362
$919K 0.02%
15,922
-155
363
$913K 0.02%
14,198
-167
364
$910K 0.02%
9,028
+103
365
$909K 0.02%
35,342
-3,610
366
$908K 0.02%
16,390
-2,694
367
$903K 0.02%
9,863
+1,179
368
$897K 0.02%
20,021
+5,678
369
$888K 0.02%
43,720
370
$884K 0.02%
7,265
+125
371
$883K 0.02%
26,357
-728
372
$880K 0.02%
5,453
-667
373
$872K 0.02%
9,406
374
$870K 0.02%
+51,306
375
$865K 0.02%
27,440
+10,608
13 14
15
16 17