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
$3.93B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$9.63M
3
+$5.88M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$5.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.73M

Top Sells

1
+$74.7M
2
+$7.47M
3
+$6.67M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.97M
5
BABA icon
Alibaba
BABA
+$5.92M

Sector Composition

1 Energy 5.19%
2 Financials 4.24%
3 Healthcare 4.17%
4 Consumer Staples 3.96%
5 Technology 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$454K 0.01%
12,428
+2,256
477
$451K 0.01%
34,673
+104
478
$447K 0.01%
12,773
-453
479
$439K 0.01%
5,390
-152
480
$436K 0.01%
7,851
+321
481
$434K 0.01%
3,181
-353
482
$434K 0.01%
9,732
+542
483
$430K 0.01%
3,868
+660
484
$425K 0.01%
8,650
+2,100
485
$422K 0.01%
33,558
+2,314
486
$418K 0.01%
4,605
-288
487
$416K 0.01%
10,121
+229
488
$415K 0.01%
5,174
489
$413K 0.01%
27,363
-356
490
$411K 0.01%
19,115
-40
491
$408K 0.01%
3,840
-86
492
$406K 0.01%
16,536
-68
493
$405K 0.01%
177,308
494
$403K 0.01%
3,600
+784
495
$400K 0.01%
5,663
-861
496
$400K 0.01%
11,565
-761
497
$391K 0.01%
6,847
+1,056
498
$390K 0.01%
+17,212
499
$389K 0.01%
5,242
+43
500
$389K 0.01%
8,181
+3,400
18 19
20
21 22