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
401
$986K 0.02%
33,208
-5,448
402
$985K 0.02%
4,906
-852
403
$981K 0.02%
10,846
+326
404
$981K 0.02%
3,042
+1,408
405
$978K 0.02%
10,434
+118
406
$976K 0.02%
3,893
+92
407
$973K 0.01%
7,605
-890
408
$970K 0.01%
21,900
+1,022
409
$960K 0.01%
4,168
-177
410
$949K 0.01%
15,120
-2,103
411
$945K 0.01%
24,670
-1,037
412
$940K 0.01%
12,514
+158
413
$925K 0.01%
41,317
+739
414
$923K 0.01%
18,419
415
$915K 0.01%
5,526
+88
416
$904K 0.01%
54,072
+21,620
417
$902K 0.01%
35,912
-1,987
418
$902K 0.01%
6,636
-2,246
419
$899K 0.01%
2,532
-6
420
$894K 0.01%
4,244
-979
421
$891K 0.01%
5,954
+670
422
$889K 0.01%
25,935
423
$888K 0.01%
12,682
+217
424
$887K 0.01%
6,761
+975
425
$886K 0.01%
8,497
-1,417
15 16
17
18 19