V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Est. Return
16.27%
1 Year Est. Return
+16.27%
AUM
$5.82B
AUM Growth
+$229M
(+4.1%)
Holding
926
Top Buys
| 1 | +$14.9M | |
| 2 | +$8.62M | |
| 3 | +$8.35M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$7M |
| 5 |
Schwab International Dividend Equity ETF
SCHY
|
+$6.99M |
Top Sells
| 1 | +$22.1M | |
| 2 | +$16.4M | |
| 3 | +$13.7M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$9.95M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.04M |
Sector Composition
| 1 | Technology | 6.29% |
| 2 | Financials | 4.43% |
| 3 | Healthcare | 3.37% |
| 4 | Consumer Staples | 2.75% |
| 5 | Consumer Discretionary | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$495B
| $23.2M | 0.38% |
149,945
-15,233
|
|
||
27
Berkshire Hathaway Class A
BRK.A
$1.09T
| $22.8M | 0.37% |
49
|
|
||
28
Mastercard
MA
$488B
| $22.1M | 0.36% |
60,826
+454
|
|
||
29
JPMorgan Chase
JPM
$841B
| $21.9M | 0.36% |
168,141
-5,249
|
|
||
30
Utilities Select Sector SPDR Fund
XLU
$21.9B
| $21.4M | 0.35% |
316,130
+9,331
|
|
||
31
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
| $21.3M | 0.35% |
436,576
+3,637
|
|
||
32
Schwab US Dividend Equity ETF
SCHD
$70.9B
| $20.2M | 0.33% |
830,271
+353,430
|
|
||
33
NVIDIA
NVDA
$4.37T
| $20.1M | 0.33% |
724,060
+14,800
|
|
||
34
iShares Russell 2000 Growth ETF
IWO
$12.9B
| $19.9M | 0.33% |
87,597
-1,881
|
|
||
35
iShares US Real Estate ETF
IYR
$4.15B
| $19.6M | 0.32% |
231,129
|
|
||
36
Alphabet (Google) Class A
GOOGL
$3.8T
| $19M | 0.31% |
182,694
-23,172
|
|
||
37
iShares S&P 500 Growth ETF
IVW
$66.4B
| $18.9M | 0.31% |
295,147
-5,941
|
|
||
38
iShares S&P 500 Value ETF
IVE
$47.2B
| $18.8M | 0.31% |
124,120
-1,340
|
|
||
39
AbbVie
ABBV
$398B
| $18.2M | 0.3% |
114,397
-10,531
|
|
||
40
PepsiCo
PEP
$204B
| $17M | 0.28% |
93,233
-8,729
|
|
||
41
Merck
MRK
$253B
| $16.1M | 0.26% |
151,521
-371
|
|
||
42
Chevron
CVX
$305B
| $15.9M | 0.26% |
97,471
-1,899
|
|
||
43
Home Depot
HD
$356B
| $15.5M | 0.26% |
52,677
-2,368
|
|
||
44
Coca-Cola
KO
$310B
| $15.5M | 0.25% |
249,105
-1,950
|
|
||
45
Exxon Mobil
XOM
$492B
| $15.4M | 0.25% |
140,000
-8,384
|
|
||
46
Vanguard Real Estate ETF
VNQ
$34.1B
| $14.8M | 0.24% |
178,387
-4,603
|
|
||
47
Tesla
TSLA
$1.43T
| $14.6M | 0.24% |
70,175
-65,821
|
|
||
48
Visa
V
$638B
| $14.5M | 0.24% |
64,495
-396
|
|
||
49
iShares Russell 1000 Growth ETF
IWF
$125B
| $14.1M | 0.23% |
57,913
+28
|
|
||
50
Cisco
CSCO
$300B
| $14.1M | 0.23% |
270,402
-1,286
|
|