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
$6.17B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.52M
3
+$4.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.94M

Top Sells

1
+$7.1M
2
+$6.73M
3
+$5.38M
4
AMZN icon
Amazon
AMZN
+$4.01M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.55M

Sector Composition

1 Technology 6.65%
2 Financials 4.33%
3 Healthcare 3.28%
4 Consumer Staples 2.63%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$499B
$24.9M 0.38%
150,154
+209
JPM icon
27
JPMorgan Chase
JPM
$852B
$24.6M 0.38%
168,916
+775
EFV icon
28
iShares MSCI EAFE Value ETF
EFV
$27.1B
$24.3M 0.38%
497,441
-1,010
BRK.A icon
29
Berkshire Hathaway Class A
BRK.A
$1.11T
$24.3M 0.38%
47
-2
MA icon
30
Mastercard
MA
$494B
$22.9M 0.35%
58,224
-2,602
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.86T
$21.8M 0.34%
182,166
-528
SCHD icon
32
Schwab US Dividend Equity ETF
SCHD
$71.1B
$21.7M 0.34%
897,396
+67,125
IWO icon
33
iShares Russell 2000 Growth ETF
IWO
$13.1B
$21.2M 0.33%
87,564
-33
IVW icon
34
iShares S&P 500 Growth ETF
IVW
$66.8B
$20.6M 0.32%
292,442
-2,705
IYR icon
35
iShares US Real Estate ETF
IYR
$4.2B
$19.9M 0.31%
229,908
-1,221
XLU icon
36
Utilities Select Sector SPDR Fund
XLU
$22.4B
$19.9M 0.31%
303,693
-12,437
IVE icon
37
iShares S&P 500 Value ETF
IVE
$47.2B
$19.5M 0.3%
121,051
-3,069
IEMG icon
38
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$19.2M 0.3%
388,944
-47,632
MRK icon
39
Merck
MRK
$260B
$17.3M 0.27%
150,041
-1,480
PEP icon
40
PepsiCo
PEP
$203B
$16.7M 0.26%
90,422
-2,811
HD icon
41
Home Depot
HD
$355B
$16.4M 0.25%
52,823
+146
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$125B
$16M 0.25%
58,091
+178
ABBV icon
43
AbbVie
ABBV
$402B
$15.5M 0.24%
115,021
+624
CVX icon
44
Chevron
CVX
$302B
$15.4M 0.24%
97,884
+413
V icon
45
Visa
V
$645B
$15M 0.23%
63,267
-1,228
XOM icon
46
Exxon Mobil
XOM
$489B
$14.9M 0.23%
139,226
-774
VNQ icon
47
Vanguard Real Estate ETF
VNQ
$34.5B
$14.7M 0.23%
175,854
-2,533
XLY icon
48
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.3B
$14.7M 0.23%
86,336
+126
META icon
49
Meta Platforms (Facebook)
META
$1.63T
$14.7M 0.23%
51,055
+730
KO icon
50
Coca-Cola
KO
$315B
$14.6M 0.23%
241,804
-7,301
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