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
$3.93B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$9.63M
3
+$5.88M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$5.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.73M

Top Sells

1
+$74.7M
2
+$7.47M
3
+$6.67M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.97M
5
BABA icon
Alibaba
BABA
+$5.92M

Sector Composition

1 Energy 5.19%
2 Financials 4.24%
3 Healthcare 4.17%
4 Consumer Staples 3.96%
5 Technology 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$503K 0.01%
8,585
+1,006
452
$502K 0.01%
4,344
-2,364
453
$501K 0.01%
6,806
+1,455
454
$493K 0.01%
11,900
+607
455
$492K 0.01%
7,462
-48
456
$491K 0.01%
62,550
457
$490K 0.01%
6,172
-108
458
$490K 0.01%
4,282
459
$485K 0.01%
4,491
+173
460
$484K 0.01%
4,145
-242
461
$483K 0.01%
4,292
+84
462
$483K 0.01%
18,018
+2,772
463
$478K 0.01%
+1,002
464
$477K 0.01%
31,749
+2,082
465
$473K 0.01%
14,186
-245
466
$473K 0.01%
12,054
-3,128
467
$471K 0.01%
8,716
+1,393
468
$469K 0.01%
56,205
469
$469K 0.01%
22,512
+3,727
470
$469K 0.01%
5,264
471
$466K 0.01%
3,998
-50
472
$465K 0.01%
18,641
-994
473
$463K 0.01%
8,157
474
$457K 0.01%
15,982
475
$455K 0.01%
2,908
+1,725
17 18
19
20 21