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
401
$783K 0.02%
55,340
-1,160
402
$782K 0.02%
4,630
+895
403
$779K 0.02%
6,121
-135
404
$779K 0.02%
10,094
+1,496
405
$777K 0.02%
6,632
+193
406
$772K 0.02%
7,941
+42
407
$767K 0.02%
52,575
-11,850
408
$756K 0.02%
80,262
409
$748K 0.02%
13,842
+138
410
$748K 0.02%
18,368
-1,329
411
$747K 0.02%
11,799
+1,134
412
$738K 0.02%
18,732
+213
413
$733K 0.02%
+181,420
414
$733K 0.02%
13,101
+768
415
$732K 0.02%
4,580
+3
416
$727K 0.02%
7,692
+452
417
$724K 0.02%
6,515
+326
418
$718K 0.02%
24,033
+5,733
419
$718K 0.02%
15,066
+612
420
$714K 0.02%
13,663
+176
421
$708K 0.02%
8,764
+161
422
$705K 0.02%
11,824
-387
423
$705K 0.02%
13,585
-110
424
$705K 0.02%
7,045
-1,757
425
$703K 0.02%
2,616
-1,392
15 16
17
18 19