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
$3.93B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$9.63M
3
+$5.88M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$5.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.73M

Top Sells

1
+$74.7M
2
+$7.47M
3
+$6.67M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.97M
5
BABA icon
Alibaba
BABA
+$5.92M

Sector Composition

1 Energy 5.19%
2 Financials 4.24%
3 Healthcare 4.17%
4 Consumer Staples 3.96%
5 Technology 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$606K 0.02%
8,149
-1,571
402
$603K 0.02%
6,238
+207
403
$599K 0.02%
1,716
+80
404
$590K 0.02%
47,042
-60
405
$590K 0.02%
14,350
+1,452
406
$589K 0.02%
2,376
+234
407
$588K 0.02%
11,984
-3,718
408
$586K 0.01%
21,135
409
$586K 0.01%
21,776
-3,982
410
$586K 0.01%
3,541
+637
411
$582K 0.01%
72,200
-3,750
412
$576K 0.01%
97,140
-1
413
$576K 0.01%
20,436
+552
414
$572K 0.01%
12,058
+2,286
415
$568K 0.01%
+78,720
416
$564K 0.01%
9,952
-117
417
$557K 0.01%
12,300
+737
418
$556K 0.01%
13,212
-823
419
$552K 0.01%
9,739
+563
420
$550K 0.01%
15,175
-2,388
421
$547K 0.01%
21,900
-18,451
422
$547K 0.01%
7,220
+2,255
423
$547K 0.01%
38,640
+5,850
424
$545K 0.01%
40,570
425
$543K 0.01%
23,249
-3,721
15 16
17
18 19