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
351
$1.03M 0.02%
47,649
+12,497
352
$1.03M 0.02%
23,739
+104
353
$1.02M 0.02%
10,221
-309
354
$1.02M 0.02%
13,727
-376
355
$1.02M 0.02%
22,812
+910
356
$1.01M 0.02%
7,942
+85
357
$1M 0.02%
18,793
+1,752
358
$1M 0.02%
12,271
+2,458
359
$996K 0.02%
14,718
+2,066
360
$995K 0.02%
10,705
+1,168
361
$993K 0.02%
26,572
+619
362
$991K 0.02%
11,823
-970
363
$989K 0.02%
39,989
-990
364
$987K 0.02%
10,809
365
$984K 0.02%
7,276
-21
366
$982K 0.02%
7,808
-128
367
$979K 0.02%
1,636
+128
368
$979K 0.02%
6,975
+858
369
$979K 0.02%
21,498
-7,481
370
$972K 0.02%
23,435
+658
371
$970K 0.02%
29,556
+5,107
372
$969K 0.02%
12,889
-1,004
373
$961K 0.02%
3,430
+291
374
$961K 0.02%
12,948
+430
375
$961K 0.02%
2,402
-95
13 14
15
16 17