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
26
$25.1M 0.49%
355,841
-7,692
27
$23.9M 0.47%
530,530
+112,145
28
$23.7M 0.46%
577,743
+50,442
29
$23.6M 0.46%
364,756
+1,223
30
$22.6M 0.44%
259,860
+4,740
31
$22.4M 0.44%
188,992
+2,154
32
$21.7M 0.42%
269,722
-3,252
33
$21.4M 0.42%
229,836
+1,710
34
$21M 0.41%
1,466,666
-59,105
35
$20.1M 0.39%
214,499
+1,061
36
$18.7M 0.36%
158,534
-4,281
37
$16.6M 0.32%
336,234
+1,960
38
$16.6M 0.32%
162,926
39
$16.5M 0.32%
53
+2
40
$16M 0.31%
559,152
+21,447
41
$15.9M 0.31%
261,240
+18,120
42
$15.7M 0.31%
67,635
+663
43
$15.3M 0.3%
111,675
-1,913
44
$15M 0.29%
245,140
+1,580
45
$14.6M 0.29%
267,858
-3,246
46
$13.8M 0.27%
272,788
+15,353
47
$13.8M 0.27%
305,560
-1,568
48
$13.6M 0.27%
169,734
-756
49
$13.6M 0.27%
584,020
-27,816
50
$13.6M 0.27%
112,536
-406
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