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
476
$560K 0.01%
30,726
477
$560K 0.01%
12,711
-297
478
$560K 0.01%
36,844
+25,294
479
$557K 0.01%
9,170
+577
480
$556K 0.01%
9,600
+191
481
$550K 0.01%
23,127
482
$550K 0.01%
8,687
+2,051
483
$547K 0.01%
14,389
-245
484
$544K 0.01%
38,520
+9,524
485
$543K 0.01%
18,042
+2,021
486
$540K 0.01%
9,332
+4,017
487
$539K 0.01%
44,917
-1,606
488
$539K 0.01%
3,326
+27
489
$538K 0.01%
19,969
+8,992
490
$538K 0.01%
17,747
+376
491
$538K 0.01%
20,835
+500
492
$532K 0.01%
30,611
-266
493
$532K 0.01%
4,868
+262
494
$527K 0.01%
19,115
495
$525K 0.01%
8,452
-18
496
$523K 0.01%
37,239
497
$522K 0.01%
5,629
+6
498
$520K 0.01%
20,021
+1,042
499
$519K 0.01%
8,293
+3,898
500
$516K 0.01%
69,172
+12,680
18 19
20
21 22