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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$464K 0.01%
12,100
-2,000
527
$463K 0.01%
14,713
-271
528
$461K 0.01%
9,055
+1,257
529
$460K 0.01%
1,514
-13
530
$457K 0.01%
9,358
531
$456K 0.01%
4,403
-2
532
$456K 0.01%
21,842
-446
533
$456K 0.01%
16,000
534
$453K 0.01%
6,848
-299
535
$452K 0.01%
4,723
+148
536
$451K 0.01%
22,221
537
$448K 0.01%
6,165
+1,457
538
$446K 0.01%
1,794
+32
539
$446K 0.01%
15,283
-2,524
540
$443K 0.01%
7,348
-33
541
$440K 0.01%
6,125
+371
542
$439K 0.01%
2,197
-85
543
$438K 0.01%
9,522
+150
544
$437K 0.01%
12,537
+79
545
$432K 0.01%
26,424
+4,512
546
$432K 0.01%
6,332
-1,014
547
$431K 0.01%
1,555
-2
548
$428K 0.01%
9,906
549
$428K 0.01%
3,954
-132
550
$427K 0.01%
1,959
+53
20 21
22
23 24