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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$703K 0.01%
15,056
+900
427
$703K 0.01%
13,691
+260
428
$702K 0.01%
8,208
+233
429
$700K 0.01%
93,620
430
$692K 0.01%
20,690
-1,104
431
$682K 0.01%
43,106
-367
432
$681K 0.01%
44,452
-221
433
$676K 0.01%
4,273
+54
434
$674K 0.01%
24,620
+902
435
$672K 0.01%
4,110
+1,024
436
$670K 0.01%
2,336
+75
437
$660K 0.01%
10,316
+283
438
$660K 0.01%
9,503
-4,088
439
$659K 0.01%
9,979
-325
440
$659K 0.01%
8,364
+703
441
$655K 0.01%
9,608
+710
442
$654K 0.01%
12,103
-1,375
443
$653K 0.01%
7,579
-286
444
$651K 0.01%
6,024
+19
445
$651K 0.01%
11,247
+69
446
$649K 0.01%
21,144
+5,044
447
$646K 0.01%
6,038
-344
448
$645K 0.01%
36,172
+3,248
449
$643K 0.01%
13,130
-155
450
$641K 0.01%
11,228
16 17
18
19 20