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
376
$1.12M 0.02%
33,657
+1,357
377
$1.12M 0.02%
8,525
-96
378
$1.11M 0.02%
+4,018
379
$1.11M 0.02%
35,284
-564
380
$1.1M 0.02%
4,449
+251
381
$1.08M 0.02%
48,585
+9,079
382
$1.08M 0.02%
18,284
-1,127
383
$1.07M 0.02%
13,758
+95
384
$1.07M 0.02%
2,272
+37
385
$1.07M 0.02%
2,571
-126
386
$1.06M 0.02%
3,895
+151
387
$1.06M 0.02%
22,276
-17,113
388
$1.06M 0.02%
26,456
+3,426
389
$1.05M 0.02%
17,864
+378
390
$1.05M 0.02%
4,327
-282
391
$1.04M 0.02%
22,480
-107
392
$1.04M 0.02%
13,822
-1,019
393
$1.03M 0.02%
7,885
+852
394
$1.03M 0.02%
5,888
+136
395
$1.02M 0.02%
4,578
+419
396
$1.01M 0.02%
8,858
+357
397
$1.01M 0.02%
24,165
-5,300
398
$1M 0.02%
4,880
+1,577
399
$999K 0.02%
9,893
-50
400
$994K 0.02%
27,492
14 15
16
17 18