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
376
$959K 0.02%
9,013
-294
377
$959K 0.02%
5,333
-62
378
$956K 0.02%
18,762
-1,344
379
$953K 0.02%
35,195
-1
380
$941K 0.02%
16,455
+144
381
$939K 0.02%
24,670
382
$928K 0.02%
13,204
+739
383
$924K 0.02%
2,599
+15
384
$923K 0.02%
+7,669
385
$917K 0.02%
30,124
-48
386
$915K 0.02%
9,764
+1,086
387
$914K 0.02%
53,416
388
$913K 0.02%
13,210
+1,043
389
$913K 0.02%
10,266
-338
390
$909K 0.02%
7,454
+133
391
$901K 0.02%
22,139
-5,867
392
$901K 0.02%
8,126
-2,108
393
$893K 0.02%
25,796
-10,834
394
$883K 0.02%
14,319
-8,794
395
$870K 0.01%
22,486
+309
396
$867K 0.01%
5,070
-49
397
$864K 0.01%
4,584
+4
398
$860K 0.01%
2,954
+198
399
$859K 0.01%
10,438
-7,011
400
$852K 0.01%
7,524
+323
14 15
16
17 18