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
501
$515K 0.01%
11,143
+251
502
$512K 0.01%
+6,965
503
$512K 0.01%
64,046
-7,743
504
$511K 0.01%
8,541
+4,270
505
$508K 0.01%
34,730
+2,719
506
$504K 0.01%
+3,582
507
$501K 0.01%
8,456
+382
508
$500K 0.01%
26,865
+3,116
509
$496K 0.01%
4,080
-32
510
$489K 0.01%
4,282
511
$488K 0.01%
16,248
-1,560
512
$485K 0.01%
8,983
-13
513
$482K 0.01%
13,105
+292
514
$481K 0.01%
1,871
+196
515
$480K 0.01%
13,715
+3,794
516
$480K 0.01%
15,029
-4,495
517
$478K 0.01%
7,587
-101
518
$478K 0.01%
6,269
-1,135
519
$478K 0.01%
8,943
+1,159
520
$473K 0.01%
9,750
521
$471K 0.01%
5,033
+97
522
$470K 0.01%
14,094
+1,350
523
$468K 0.01%
3,843
-1,762
524
$460K 0.01%
19,120
+2,883
525
$460K 0.01%
18,508
19 20
21
22 23