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
551
$418K 0.01%
3,880
+95
552
$417K 0.01%
15,191
-3,750
553
$416K 0.01%
9,358
554
$414K 0.01%
27,662
-64
555
$413K 0.01%
+5,754
556
$412K 0.01%
22,288
557
$409K 0.01%
4,575
+36
558
$405K 0.01%
3,513
-28
559
$401K 0.01%
3,141
+50
560
$400K 0.01%
14,177
+3,137
561
$397K 0.01%
33,794
+6,130
562
$396K 0.01%
13,684
+721
563
$396K 0.01%
2,650
564
$390K 0.01%
14,984
-3,399
565
$390K 0.01%
11,822
+82
566
$388K 0.01%
2,282
+3
567
$386K 0.01%
18,615
-2,987
568
$385K 0.01%
5,822
-377
569
$384K 0.01%
7,323
+27
570
$383K 0.01%
8,955
+1,775
571
$382K 0.01%
3,414
+84
572
$382K 0.01%
17,984
573
$382K 0.01%
4,290
+223
574
$382K 0.01%
10,951
+188
575
$380K 0.01%
4,691
+665
21 22
23
24 25