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
376
$865K 0.02%
67,241
-26,758
377
$861K 0.02%
22,270
+2,425
378
$860K 0.02%
88,236
+24
379
$859K 0.02%
11,965
+250
380
$852K 0.02%
21,859
-1,993
381
$851K 0.02%
38,400
+400
382
$851K 0.02%
62,550
383
$851K 0.02%
12,456
-727
384
$849K 0.02%
10,853
+84
385
$843K 0.02%
4,116
+1,288
386
$843K 0.02%
13,464
+624
387
$841K 0.02%
9,851
+73
388
$833K 0.02%
14,462
+766
389
$832K 0.02%
15,527
+61
390
$827K 0.02%
34,110
-118
391
$823K 0.02%
5,159
+203
392
$818K 0.02%
6,347
+1,858
393
$813K 0.02%
7,568
-20
394
$813K 0.02%
33,735
395
$812K 0.02%
5,585
-735
396
$809K 0.02%
18,652
+1,917
397
$794K 0.02%
10,844
+32
398
$794K 0.02%
14,076
+236
399
$792K 0.02%
4,884
+65
400
$787K 0.02%
7,443
+113
14 15
16
17 18