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
$5.03B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.14M
3
+$3.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.56M

Top Sells

1
+$12.5M
2
+$11.8M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.01M

Sector Composition

1 Financials 4.9%
2 Technology 4.39%
3 Healthcare 3.47%
4 Energy 2.99%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.5M 0.53%
100,209
-5,632
27
$24.2M 0.48%
255,120
-8,060
28
$23.3M 0.46%
186,838
-9,469
29
$22M 0.44%
527,301
-41,302
30
$21.7M 0.43%
363,533
-10,174
31
$21.3M 0.42%
272,974
-34,953
32
$21.1M 0.42%
1,525,771
-828
33
$19.9M 0.4%
228,126
-4,216
34
$18.6M 0.37%
213,438
+2,147
35
$18.3M 0.36%
334,274
-5,159
36
$18.2M 0.36%
162,815
-3,532
37
$17.7M 0.35%
418,385
+1,808
38
$16.2M 0.32%
51
39
$16.2M 0.32%
162,926
-280
40
$15.5M 0.31%
537,705
-17,706
41
$15.4M 0.31%
611,836
+7,982
42
$14.9M 0.3%
113,588
-1,331
43
$14.6M 0.29%
114,578
44
$14.3M 0.28%
74,232
+2,021
45
$13.9M 0.28%
66,972
+341
46
$13.8M 0.27%
271,104
+58
47
$13.8M 0.27%
307,128
48
$13.6M 0.27%
170,490
-4,801
49
$13.5M 0.27%
112,942
-17,588
50
$13.4M 0.27%
85,399
-2,199
1
2
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