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
$4.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.47M
3
+$6.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M

Top Sells

1
+$10.1M
2
+$9.05M
3
+$4.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.27%
3 Energy 4.23%
4 Technology 3.87%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$644K 0.01%
29,907
-2,219
452
$641K 0.01%
+20,452
453
$639K 0.01%
11,815
-3,783
454
$639K 0.01%
9,201
+539
455
$638K 0.01%
13,497
+315
456
$637K 0.01%
7,075
+60
457
$636K 0.01%
6,952
+162
458
$633K 0.01%
6,695
-178
459
$632K 0.01%
8,027
+87
460
$626K 0.01%
6,875
-788
461
$619K 0.01%
2,673
+69
462
$616K 0.01%
45,676
+452
463
$611K 0.01%
19,587
-305
464
$607K 0.01%
12,529
+114
465
$606K 0.01%
12,868
+44
466
$593K 0.01%
6,919
+2,929
467
$587K 0.01%
9,377
468
$586K 0.01%
1,028
-70
469
$584K 0.01%
4,933
-304
470
$581K 0.01%
16,993
+3,399
471
$579K 0.01%
+8,725
472
$577K 0.01%
6,587
-369
473
$576K 0.01%
8,659
-106
474
$572K 0.01%
8,545
+612
475
$566K 0.01%
19,280
-844
17 18
19
20 21