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
$5.03B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.14M
3
+$3.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.56M

Top Sells

1
+$12.5M
2
+$11.8M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.01M

Sector Composition

1 Financials 4.9%
2 Technology 4.39%
3 Healthcare 3.47%
4 Energy 2.99%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$684K 0.01%
13,478
-261
427
$681K 0.01%
5,041
+68
428
$679K 0.01%
7,744
+153
429
$679K 0.01%
4,415
-122
430
$676K 0.01%
14,156
+6,392
431
$676K 0.01%
5,164
+712
432
$672K 0.01%
13,431
+1,219
433
$669K 0.01%
11,178
-48
434
$667K 0.01%
6,584
+124
435
$665K 0.01%
29,245
-3,830
436
$662K 0.01%
23,718
-1,736
437
$661K 0.01%
11,228
-2,720
438
$661K 0.01%
13,161
-493
439
$659K 0.01%
2,400
+27
440
$659K 0.01%
7,346
-677
441
$658K 0.01%
21,210
-6,525
442
$652K 0.01%
8,898
+851
443
$650K 0.01%
6,382
-32
444
$649K 0.01%
43,473
+405
445
$647K 0.01%
6,005
-104
446
$647K 0.01%
10,094
-135
447
$646K 0.01%
12,665
448
$646K 0.01%
13,979
-2,246
449
$644K 0.01%
7,353
+95
450
$635K 0.01%
7,865
-402
16 17
18
19 20