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
451
$637K 0.01%
16,799
+3,497
452
$630K 0.01%
12,665
453
$628K 0.01%
6,423
-161
454
$628K 0.01%
2,475
+75
455
$628K 0.01%
39,105
+1,500
456
$623K 0.01%
18,342
-7,400
457
$619K 0.01%
45,455
458
$616K 0.01%
8,164
+350
459
$615K 0.01%
4,282
460
$613K 0.01%
13,502
-477
461
$610K 0.01%
3,378
+84
462
$608K 0.01%
5,051
+10
463
$607K 0.01%
3,733
+116
464
$606K 0.01%
3,844
-31
465
$605K 0.01%
4,189
+53
466
$604K 0.01%
3,811
+54
467
$590K 0.01%
6,460
+411
468
$590K 0.01%
12,262
-1,298
469
$583K 0.01%
9,160
-934
470
$582K 0.01%
28,703
-1,858
471
$579K 0.01%
34,450
+800
472
$576K 0.01%
30,451
-6,892
473
$573K 0.01%
+8,542
474
$573K 0.01%
14,764
-2,496
475
$573K 0.01%
6,476
-877
17 18
19
20 21