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
501
$557K 0.01%
17,963
+1,750
502
$557K 0.01%
4,351
-493
503
$555K 0.01%
5,695
+1,247
504
$553K 0.01%
18,072
-460
505
$553K 0.01%
4,083
+215
506
$549K 0.01%
4,096
+292
507
$548K 0.01%
5,212
-421
508
$547K 0.01%
2,703
+392
509
$547K 0.01%
7,112
+202
510
$546K 0.01%
8,585
-19
511
$546K 0.01%
2,289
+1,150
512
$542K 0.01%
2,499
+977
513
$537K 0.01%
13,467
+92
514
$537K 0.01%
3,689
+809
515
$537K 0.01%
2,761
+172
516
$533K 0.01%
6,642
+122
517
$527K 0.01%
3,937
+1,204
518
$525K 0.01%
16,189
+4,920
519
$524K 0.01%
4,148
+143
520
$523K 0.01%
3,656
+35
521
$521K 0.01%
7,697
+46
522
$521K 0.01%
9,180
-110
523
$516K 0.01%
4,918
-655
524
$515K 0.01%
3,628
+2
525
$513K 0.01%
6,192
-3,852
19 20
21
22 23