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
501
$494K 0.01%
8,725
+1
502
$493K 0.01%
33,650
-3,700
503
$493K 0.01%
12,071
+1,987
504
$491K 0.01%
9,415
-416
505
$487K 0.01%
4,405
+91
506
$487K 0.01%
1,557
-504
507
$485K 0.01%
6,049
-833
508
$483K 0.01%
41,570
-1,388
509
$480K 0.01%
1,527
-19
510
$476K 0.01%
7,381
+93
511
$473K 0.01%
10,916
+22
512
$471K 0.01%
17,224
-227
513
$470K 0.01%
9,372
514
$469K 0.01%
2,179
-39
515
$466K 0.01%
6,139
-3,828
516
$465K 0.01%
12,851
+5,387
517
$465K 0.01%
15,003
+2,996
518
$463K 0.01%
9,424
519
$455K 0.01%
1,906
+19
520
$454K 0.01%
5,184
+42
521
$454K 0.01%
1,851
+10
522
$453K 0.01%
32,335
+2,900
523
$453K 0.01%
16,000
524
$448K 0.01%
2,181
+328
525
$447K 0.01%
3,165
-3,213
19 20
21
22 23