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
426
$776K 0.01%
7,770
+143
427
$772K 0.01%
13,543
-2,439
428
$770K 0.01%
25,935
429
$760K 0.01%
6,217
+680
430
$759K 0.01%
13,940
-520
431
$757K 0.01%
11,169
+145
432
$754K 0.01%
10,710
-6,970
433
$750K 0.01%
27,923
-12,341
434
$750K 0.01%
11,154
+995
435
$740K 0.01%
5,929
+18
436
$737K 0.01%
4,168
+370
437
$737K 0.01%
7,196
+2,690
438
$736K 0.01%
6,407
+56
439
$729K 0.01%
7,462
+1,208
440
$727K 0.01%
8,752
-135
441
$721K 0.01%
9,513
+2,202
442
$719K 0.01%
17,440
-22,770
443
$703K 0.01%
8,157
+722
444
$700K 0.01%
9,748
+10
445
$692K 0.01%
7,821
-643
446
$692K 0.01%
4,896
-1,370
447
$683K 0.01%
23,754
+5,616
448
$683K 0.01%
3,334
+430
449
$670K 0.01%
30,000
450
$661K 0.01%
6,429
-17
16 17
18
19 20