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
$5.15B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.4M
3
+$8.39M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$8.14M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.68M

Top Sells

1
+$30.8M
2
+$12.4M
3
+$9.12M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$6.88M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.32M

Sector Composition

1 Technology 5.64%
2 Financials 4.41%
3 Healthcare 3.59%
4 Consumer Staples 2.79%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$695K 0.01%
9,738
+54
427
$692K 0.01%
5,114
-4
428
$690K 0.01%
5,737
-378
429
$670K 0.01%
1,276
+153
430
$669K 0.01%
8,887
-24
431
$669K 0.01%
25,935
432
$668K 0.01%
2,756
-58
433
$666K 0.01%
8,760
+876
434
$665K 0.01%
7,407
-346
435
$663K 0.01%
4,872
-110
436
$658K 0.01%
9,741
+1,148
437
$655K 0.01%
+30,000
438
$652K 0.01%
24,956
-1,031
439
$647K 0.01%
7,795
+538
440
$642K 0.01%
14,033
+4,738
441
$641K 0.01%
5,537
-1,405
442
$638K 0.01%
8,179
+81
443
$633K 0.01%
4,694
-4,277
444
$630K 0.01%
12,652
-462
445
$625K 0.01%
5,911
+14
446
$623K 0.01%
7,201
-257
447
$621K 0.01%
1,508
-30
448
$621K 0.01%
3,641
+169
449
$620K 0.01%
7,627
+2,240
450
$620K 0.01%
5,144
+258
16 17
18
19 20