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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.02M 0.02%
19,771
+90
352
$1.01M 0.02%
15,124
+232
353
$1.01M 0.02%
11,398
+1,267
354
$1.01M 0.02%
11,024
+47
355
$1.01M 0.02%
7,795
-1,069
356
$1.01M 0.02%
931
+16
357
$1.01M 0.02%
6,097
+924
358
$1M 0.02%
16,930
-870
359
$994K 0.02%
16,797
-2,810
360
$994K 0.02%
10,455
+169
361
$991K 0.02%
5,927
+2,820
362
$991K 0.02%
27,470
+100
363
$988K 0.02%
4,585
-19
364
$979K 0.02%
20,486
-14
365
$976K 0.02%
56,437
-125
366
$961K 0.02%
16,050
+357
367
$956K 0.02%
27,403
-3,475
368
$955K 0.02%
2,810
-22
369
$950K 0.02%
7,065
+3,290
370
$939K 0.02%
7,219
+5,016
371
$938K 0.02%
23,972
-709
372
$931K 0.02%
21,735
+2,059
373
$927K 0.02%
46,172
+1,524
374
$922K 0.02%
21,097
+2,415
375
$906K 0.02%
2,541
+70
13 14
15
16 17