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
551
$401K 0.01%
3,181
+1,001
552
$401K 0.01%
22,160
-6,386
553
$395K 0.01%
3,254
+721
554
$393K 0.01%
6,137
+235
555
$393K 0.01%
10,218
-46
556
$391K 0.01%
10,741
-7
557
$391K 0.01%
141,852
-35,456
558
$389K 0.01%
13,053
+3,453
559
$389K 0.01%
8,333
+3,896
560
$388K 0.01%
6,878
+2,040
561
$388K 0.01%
4,181
+15
562
$388K 0.01%
6,182
+137
563
$387K 0.01%
15,418
+560
564
$387K 0.01%
3,054
-206
565
$386K 0.01%
3,500
566
$385K 0.01%
6,358
-237
567
$384K 0.01%
4,089
-894
568
$383K 0.01%
10,950
569
$379K 0.01%
23,523
-701
570
$374K 0.01%
11,352
+2,680
571
$370K 0.01%
3,258
572
$369K 0.01%
2,209
-146
573
$368K 0.01%
31,096
-11,219
574
$363K 0.01%
7,788
575
$360K 0.01%
10,795
21 22
23
24 25