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
426
$701K 0.02%
11,417
+199
427
$701K 0.02%
17,766
-33
428
$700K 0.02%
8,068
-54
429
$699K 0.02%
9,295
+1,135
430
$699K 0.02%
20,361
+4,353
431
$696K 0.02%
18,365
432
$696K 0.02%
17,344
-497
433
$695K 0.02%
8,715
434
$686K 0.02%
14,959
+162
435
$685K 0.02%
3,725
+362
436
$680K 0.02%
15,444
-83
437
$677K 0.02%
9,046
-1,031
438
$673K 0.02%
35,928
-5,101
439
$670K 0.02%
4,497
+66
440
$668K 0.02%
3,447
+61
441
$667K 0.02%
35,016
-3,303
442
$662K 0.02%
11,270
443
$661K 0.02%
4,699
+329
444
$660K 0.02%
8,784
+858
445
$658K 0.02%
+20,351
446
$657K 0.02%
28,166
-6,861
447
$657K 0.02%
9,400
-29
448
$652K 0.01%
9,651
-593
449
$649K 0.01%
18,573
+1,989
450
$646K 0.01%
10,896
+40
16 17
18
19 20