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
551
$424K 0.01%
27,972
+8,621
552
$422K 0.01%
5,131
+127
553
$422K 0.01%
1,293
+19
554
$422K 0.01%
6,345
+192
555
$420K 0.01%
40,000
556
$420K 0.01%
6,545
+432
557
$416K 0.01%
3,653
+93
558
$415K 0.01%
5,847
+25
559
$415K 0.01%
6,425
+1,150
560
$414K 0.01%
10,140
-1,931
561
$413K 0.01%
3,772
-75
562
$413K 0.01%
8,925
-3,155
563
$412K 0.01%
11,009
+121
564
$407K 0.01%
8,441
-514
565
$402K 0.01%
3,231
+90
566
$402K 0.01%
2,974
+53
567
$402K 0.01%
8,228
-32
568
$401K 0.01%
9,367
-1,252
569
$401K 0.01%
17,984
570
$400K 0.01%
2,068
+77
571
$398K 0.01%
3,155
+26
572
$398K 0.01%
4,092
+100
573
$396K 0.01%
32,106
-1,688
574
$395K 0.01%
2,613
+352
575
$393K 0.01%
5,290
+310
21 22
23
24 25