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
$4.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.47M
3
+$6.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M

Top Sells

1
+$10.1M
2
+$9.05M
3
+$4.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.27%
3 Energy 4.23%
4 Technology 3.87%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$459K 0.01%
10,212
-279
527
$453K 0.01%
2,727
-610
528
$452K 0.01%
+8,022
529
$448K 0.01%
6,876
+336
530
$448K 0.01%
7,008
-114
531
$447K 0.01%
10,001
+1,418
532
$446K 0.01%
8,861
-2,445
533
$446K 0.01%
8,157
-62
534
$443K 0.01%
5,416
-727
535
$443K 0.01%
12,165
-1,833
536
$438K 0.01%
15,461
-735
537
$434K 0.01%
8,316
-222
538
$433K 0.01%
15,670
539
$427K 0.01%
17,202
-342
540
$425K 0.01%
31,408
+4,856
541
$424K 0.01%
5,680
+269
542
$422K 0.01%
11,997
+219
543
$415K 0.01%
3,964
-391
544
$413K 0.01%
3,449
+131
545
$408K 0.01%
18,485
546
$408K 0.01%
12,212
+1,239
547
$407K 0.01%
10,695
+2,950
548
$407K 0.01%
13,151
+37
549
$406K 0.01%
4,238
-76
550
$405K 0.01%
11,352
-168
20 21
22
23 24