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
551
$326K 0.01%
15,060
+1,668
552
$326K 0.01%
6,323
-1,075
553
$325K 0.01%
11,206
-3,122
554
$324K 0.01%
2,868
-1,530
555
$324K 0.01%
17,760
+2,865
556
$323K 0.01%
4,180
+718
557
$319K 0.01%
5,819
+243
558
$319K 0.01%
23,080
+3,840
559
$314K 0.01%
7,456
-2,153
560
$313K 0.01%
15,822
561
$311K 0.01%
9,045
-566
562
$310K 0.01%
8,478
+296
563
$310K 0.01%
3,178
+548
564
$307K 0.01%
10,995
565
$303K 0.01%
5,896
-4,968
566
$302K 0.01%
2,506
+288
567
$301K 0.01%
9,972
+54
568
$301K 0.01%
17,096
+1,293
569
$298K 0.01%
13,091
+33
570
$297K 0.01%
+43,000
571
$296K 0.01%
3,907
+283
572
$294K 0.01%
2,091
+182
573
$294K 0.01%
10,408
574
$291K 0.01%
8,154
-2,478
575
$291K 0.01%
4,561
+937
21 22
23
24 25