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
401
$851K 0.01%
17,411
-159
402
$851K 0.01%
4,086
-106
403
$846K 0.01%
17,475
-1,068
404
$846K 0.01%
10,906
+1,561
405
$845K 0.01%
6,028
+291
406
$844K 0.01%
48,462
+16,618
407
$842K 0.01%
5,083
-31
408
$839K 0.01%
9,893
-13,695
409
$837K 0.01%
12,740
+1,349
410
$835K 0.01%
6,103
+959
411
$831K 0.01%
10,131
-15
412
$830K 0.01%
29,900
-600
413
$829K 0.01%
12,928
-2,064
414
$824K 0.01%
2,582
+302
415
$817K 0.01%
5,362
-220
416
$816K 0.01%
1,755
+59
417
$811K 0.01%
8,510
+2,101
418
$811K 0.01%
34,262
-412
419
$810K 0.01%
20,326
-32
420
$809K 0.01%
36,057
+25,250
421
$798K 0.01%
3,492
-205
422
$796K 0.01%
3,676
-212
423
$795K 0.01%
10,328
+587
424
$792K 0.01%
1,112
+56
425
$780K 0.01%
1,239
-37
15 16
17
18 19