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
476
$535K 0.01%
3,757
-8
477
$534K 0.01%
8,615
-571
478
$533K 0.01%
1,948
+27
479
$532K 0.01%
3,086
-196
480
$532K 0.01%
20,208
-2,714
481
$530K 0.01%
24,418
-294
482
$527K 0.01%
7,814
+720
483
$527K 0.01%
13,914
-175
484
$526K 0.01%
3,107
-97
485
$526K 0.01%
15,164
-43
486
$524K 0.01%
17,807
487
$523K 0.01%
12,080
-553
488
$522K 0.01%
8,544
-3,340
489
$520K 0.01%
30,402
490
$519K 0.01%
3,132
+13
491
$518K 0.01%
10,098
+121
492
$512K 0.01%
13,302
+968
493
$512K 0.01%
23,510
+1,345
494
$506K 0.01%
3,875
-111
495
$503K 0.01%
6,889
+116
496
$502K 0.01%
3,775
+88
497
$499K 0.01%
3,100
+497
498
$498K 0.01%
5,751
+2
499
$497K 0.01%
4,959
-122
500
$495K 0.01%
4,086
-89
18 19
20
21 22