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
526
$512K 0.01%
8,007
527
$511K 0.01%
9,347
-376
528
$509K 0.01%
31,884
-26,195
529
$504K 0.01%
4,290
-43
530
$504K 0.01%
3,790
+19
531
$503K 0.01%
8,202
+462
532
$503K 0.01%
2,416
-116
533
$500K 0.01%
7,900
-760
534
$495K 0.01%
3,153
+183
535
$489K 0.01%
+17,068
536
$482K 0.01%
3,212
-201
537
$481K 0.01%
+4,048
538
$475K 0.01%
13,037
539
$473K 0.01%
34,336
+2,887
540
$472K 0.01%
19,257
+2,846
541
$471K 0.01%
2,702
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542
$470K 0.01%
57,542
-57,542
543
$467K 0.01%
7,113
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544
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2,929
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545
$464K 0.01%
1,750
-306
546
$464K 0.01%
9,933
+527
547
$463K 0.01%
7,252
-374
548
$462K 0.01%
4,766
+528
549
$460K 0.01%
9,298
-233,188
550
$460K 0.01%
28,298
+13,887
20 21
22
23 24