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
$3.93B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$9.63M
3
+$5.88M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$5.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.73M

Top Sells

1
+$74.7M
2
+$7.47M
3
+$6.67M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.97M
5
BABA icon
Alibaba
BABA
+$5.92M

Sector Composition

1 Energy 5.19%
2 Financials 4.24%
3 Healthcare 4.17%
4 Consumer Staples 3.96%
5 Technology 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$350K 0.01%
4,727
-2,199
527
$349K 0.01%
6,960
528
$349K 0.01%
6,666
+125
529
$347K 0.01%
4,238
+126
530
$344K 0.01%
77,900
531
$342K 0.01%
+7,933
532
$341K 0.01%
10,126
533
$340K 0.01%
8,764
-32
534
$339K 0.01%
32,096
535
$338K 0.01%
4,455
+209
536
$337K 0.01%
4,501
-572
537
$335K 0.01%
21,609
538
$335K 0.01%
6,212
539
$334K 0.01%
1,961
+147
540
$334K 0.01%
5,961
-91
541
$332K 0.01%
5,936
+343
542
$332K 0.01%
12,131
543
$332K 0.01%
+8,135
544
$331K 0.01%
3,861
545
$330K 0.01%
6,249
-451
546
$329K 0.01%
12,495
+213
547
$329K 0.01%
2,450
+310
548
$328K 0.01%
4,521
+1,253
549
$327K 0.01%
6,023
-1,719
550
$327K 0.01%
14,475
20 21
22
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