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
376
$896K 0.02%
4,323
-172
377
$895K 0.02%
+85,200
378
$891K 0.02%
13,728
+566
379
$889K 0.02%
7,963
380
$887K 0.02%
12,095
+990
381
$885K 0.02%
10,479
+5,394
382
$885K 0.02%
14,265
+28
383
$882K 0.02%
80,952
384
$877K 0.02%
16,447
-6,333
385
$874K 0.02%
7,034
+294
386
$874K 0.02%
17,699
+4,538
387
$871K 0.02%
9,343
+140
388
$860K 0.02%
5,665
-92
389
$857K 0.02%
+27,973
390
$848K 0.02%
13,660
+642
391
$837K 0.02%
3,079
+165
392
$828K 0.02%
7,119
-670
393
$821K 0.02%
10,487
+70
394
$820K 0.02%
9,167
-1,031
395
$809K 0.02%
62,550
396
$807K 0.02%
33,585
-2
397
$801K 0.02%
5,858
+118
398
$801K 0.02%
7,615
+2,300
399
$800K 0.02%
4,144
+31
400
$797K 0.02%
10,818
-1
14 15
16
17 18