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
26
$20.2M 0.46%
745,523
+12,904
27
$19.2M 0.44%
163,134
+2,636
28
$19M 0.43%
346,513
-3,333
29
$17.2M 0.39%
186,179
-9,237
30
$16.6M 0.38%
406,890
-15,093
31
$16.6M 0.38%
426,630
+5,862
32
$16.5M 0.38%
297,653
+2,398
33
$15.7M 0.36%
189,212
+66,627
34
$15.5M 0.35%
175,422
+1,826
35
$15.4M 0.35%
168,353
+11,367
36
$15.3M 0.35%
132,788
+7,459
37
$14.9M 0.34%
109,872
-3,152
38
$14.8M 0.34%
58
-2
39
$14.6M 0.33%
262,898
-345
40
$14.4M 0.33%
118,689
+295
41
$13.1M 0.3%
219,387
+24,922
42
$13.1M 0.3%
145,863
+433
43
$13M 0.3%
268,300
+13,660
44
$12.9M 0.29%
288,014
-241
45
$12.5M 0.28%
103,510
+81
46
$12.4M 0.28%
202,881
+522
47
$12.4M 0.28%
387,965
-15,391
48
$12.3M 0.28%
80,318
+7,624
49
$12M 0.27%
216,762
-8,358
50
$11.9M 0.27%
113,798
-3,335
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