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
$5.03B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.14M
3
+$3.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.56M

Top Sells

1
+$12.5M
2
+$11.8M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.01M

Sector Composition

1 Financials 4.9%
2 Technology 4.39%
3 Healthcare 3.47%
4 Energy 2.99%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$445K 0.01%
3,847
-18
527
$445K 0.01%
8,094
528
$444K 0.01%
+7,147
529
$442K 0.01%
9,379
-5,248
530
$440K 0.01%
7,630
-2,100
531
$436K 0.01%
18,159
+385
532
$435K 0.01%
16,385
-2,792
533
$435K 0.01%
6,711
+160
534
$433K 0.01%
3,551
+45
535
$432K 0.01%
5,341
-35
536
$432K 0.01%
3,229
-3,251
537
$431K 0.01%
+8,260
538
$430K 0.01%
9,906
-1,485
539
$430K 0.01%
7,798
+140
540
$430K 0.01%
25,719
-9,906
541
$429K 0.01%
8,969
-109
542
$427K 0.01%
16,100
-354
543
$427K 0.01%
5,004
+51
544
$423K 0.01%
10,619
-1,784
545
$423K 0.01%
4,084
+51
546
$422K 0.01%
5,085
-555
547
$421K 0.01%
22,221
548
$420K 0.01%
12,458
+115
549
$420K 0.01%
2,223
+207
550
$419K 0.01%
8,142
+836
20 21
22
23 24