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
$5.15B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.4M
3
+$8.39M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$8.14M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.68M

Top Sells

1
+$30.8M
2
+$12.4M
3
+$9.12M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$6.88M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.32M

Sector Composition

1 Technology 5.64%
2 Financials 4.41%
3 Healthcare 3.59%
4 Consumer Staples 2.79%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$485K 0.01%
13,037
502
$484K 0.01%
7,357
+84
503
$484K 0.01%
11,240
-3
504
$483K 0.01%
4,005
+166
505
$482K 0.01%
+1,678
506
$482K 0.01%
10,014
507
$482K 0.01%
+14,347
508
$480K 0.01%
+8,433
509
$479K 0.01%
13,375
+74
510
$479K 0.01%
3,771
+12
511
$476K 0.01%
15,206
512
$473K 0.01%
9,601
+695
513
$470K 0.01%
9,290
514
$466K 0.01%
7,651
+32
515
$466K 0.01%
9,650
-2,692
516
$464K 0.01%
1,458
517
$463K 0.01%
8,007
518
$463K 0.01%
16,213
+2,648
519
$461K 0.01%
6,910
-69
520
$461K 0.01%
+15,625
521
$461K 0.01%
2,970
+184
522
$460K 0.01%
9,723
-1,700
523
$457K 0.01%
18,532
-605
524
$453K 0.01%
41,258
525
$453K 0.01%
7,311
-1,821
19 20
21
22 23