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
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$594K 0.01%
17,189
+2,842
477
$592K 0.01%
2,452
+246
478
$592K 0.01%
12,468
+2,079
479
$592K 0.01%
27,386
+9
480
$590K 0.01%
7,384
+27
481
$588K 0.01%
4,880
-9
482
$586K 0.01%
1,768
+90
483
$584K 0.01%
135,096
484
$582K 0.01%
10,348
-732
485
$578K 0.01%
31,314
+11,000
486
$577K 0.01%
7,749
+1,517
487
$577K 0.01%
1,230
+125
488
$575K 0.01%
5,105
+400
489
$573K 0.01%
5,116
+1,100
490
$573K 0.01%
4,442
-430
491
$572K 0.01%
6,529
+928
492
$572K 0.01%
8,201
-559
493
$572K 0.01%
14,522
-13,008
494
$568K 0.01%
+9,412
495
$566K 0.01%
13,605
+1,139
496
$562K 0.01%
6,290
497
$560K 0.01%
8,365
-494
498
$559K 0.01%
8,533
+2,150
499
$557K 0.01%
11,520
+280
500
$557K 0.01%
8,933
+1,672
18 19
20
21 22