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
501
$518K 0.01%
7,804
+16
502
$518K 0.01%
17,252
+28
503
$516K 0.01%
9,012
-403
504
$514K 0.01%
16,333
+1,330
505
$512K 0.01%
34,272
+12,592
506
$508K 0.01%
8,654
+512
507
$505K 0.01%
7,891
+1,180
508
$505K 0.01%
5,155
-9
509
$504K 0.01%
8,720
-5
510
$503K 0.01%
+17,839
511
$501K 0.01%
2,244
+65
512
$496K 0.01%
4,060
+180
513
$490K 0.01%
5,705
-1,702
514
$489K 0.01%
18,369
+540
515
$488K 0.01%
3,117
-15
516
$483K 0.01%
5,520
+179
517
$482K 0.01%
3,869
+1,587
518
$478K 0.01%
4,670
+1,256
519
$477K 0.01%
3,194
+94
520
$474K 0.01%
5,296
+112
521
$474K 0.01%
4,283
+2,078
522
$473K 0.01%
11,490
+539
523
$472K 0.01%
11,699
+201
524
$469K 0.01%
8,094
525
$464K 0.01%
32,335
19 20
21
22 23