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
451
$619K 0.01%
7,435
-71
452
$619K 0.01%
9,813
-6,015
453
$612K 0.01%
17,041
-5,006
454
$609K 0.01%
10,159
455
$605K 0.01%
11,024
-5,464
456
$598K 0.01%
18,641
457
$598K 0.01%
6,446
-7,299
458
$593K 0.01%
12,302
-60
459
$589K 0.01%
15,220
+26
460
$584K 0.01%
11,391
-1,918
461
$580K 0.01%
3,413
-607
462
$579K 0.01%
8,859
+51
463
$575K 0.01%
14,816
464
$570K 0.01%
2,056
-508
465
$568K 0.01%
9,345
-8,343
466
$567K 0.01%
11,931
467
$566K 0.01%
3,413
+431
468
$557K 0.01%
11,080
+1,414
469
$553K 0.01%
2,532
+36
470
$552K 0.01%
10,175
-965
471
$550K 0.01%
6,409
+75
472
$550K 0.01%
8,342
-122
473
$549K 0.01%
3,804
+124
474
$548K 0.01%
3,297
-854
475
$547K 0.01%
9,741
17 18
19
20 21