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
351
$1.22M 0.02%
7,724
-2,040
352
$1.22M 0.02%
7,686
+484
353
$1.22M 0.02%
9,577
+819
354
$1.21M 0.02%
9,739
-49
355
$1.21M 0.02%
27,013
+303
356
$1.21M 0.02%
8,118
+133
357
$1.21M 0.02%
25,830
+1,025
358
$1.2M 0.02%
17,555
+350
359
$1.2M 0.02%
25,474
+673
360
$1.19M 0.02%
57,003
-98,289
361
$1.19M 0.02%
20,751
+277
362
$1.19M 0.02%
6,859
+2,517
363
$1.18M 0.02%
4,730
+29
364
$1.16M 0.02%
7,170
+1,010
365
$1.16M 0.02%
9,782
+100
366
$1.16M 0.02%
1,735
+27
367
$1.16M 0.02%
5,193
-599
368
$1.16M 0.02%
7,210
+664
369
$1.15M 0.02%
4,120
+4
370
$1.15M 0.02%
6,442
-62
371
$1.15M 0.02%
26,763
+3,769
372
$1.15M 0.02%
2,435
+222
373
$1.15M 0.02%
20,358
-81
374
$1.14M 0.02%
4,711
+51
375
$1.14M 0.02%
27,821
-1,921
13 14
15
16 17