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
476
$571K 0.01%
20,427
-783
477
$568K 0.01%
23,609
-5,130
478
$567K 0.01%
8,584
+40
479
$567K 0.01%
20,456
+248
480
$565K 0.01%
4,355
-1,385
481
$565K 0.01%
4,141
482
$564K 0.01%
3,664
+499
483
$559K 0.01%
8,458
+58
484
$559K 0.01%
3,908
-3,052
485
$559K 0.01%
30,402
486
$558K 0.01%
3,383
-203
487
$548K 0.01%
16,066
+902
488
$545K 0.01%
28,894
-351
489
$543K 0.01%
10,245
+147
490
$540K 0.01%
4,296
-119
491
$533K 0.01%
6,163
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492
$528K 0.01%
5,306
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493
$528K 0.01%
10,248
+2,618
494
$526K 0.01%
9,754
+330
495
$525K 0.01%
6,975
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496
$524K 0.01%
13,914
497
$523K 0.01%
8,705
+90
498
$523K 0.01%
+6,610
499
$520K 0.01%
3,911
+360
500
$519K 0.01%
11,182
+266
18 19
20
21 22