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
$6.17B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$4.81M
2 +$4.52M
3 +$4.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.94M

Top Sells

1 +$7.1M
2 +$6.73M
3 +$5.38M
4
AMZN icon
Amazon
AMZN
+$4.01M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.55M

Sector Composition

1 Technology 6.65%
2 Financials 4.33%
3 Healthcare 3.28%
4 Consumer Staples 2.63%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BP icon
576
BP
BP
$92.2B
$451K 0.01%
12,775
+467
WSO icon
577
Watsco Inc
WSO
$14B
$448K 0.01%
1,174
-3
RACE icon
578
Ferrari
RACE
$69.5B
$446K 0.01%
1,372
+11
MELI icon
579
Mercado Libre
MELI
$105B
$443K 0.01%
374
+5
FELE icon
580
Franklin Electric
FELE
$4.24B
$442K 0.01%
4,298
-324
CCK icon
581
Crown Holdings
CCK
$11.2B
$442K 0.01%
5,085
+937
FE icon
582
FirstEnergy
FE
$27.6B
$441K 0.01%
11,348
-631
ACGL icon
583
Arch Capital
ACGL
$34.1B
$440K 0.01%
5,876
-1,222
ENS icon
584
EnerSys
ENS
$5.28B
$435K 0.01%
4,006
-22
COO icon
585
Cooper Companies
COO
$15.5B
$434K 0.01%
4,528
TSN icon
586
Tyson Foods
TSN
$20.5B
$429K 0.01%
8,413
-97
ARW icon
587
Arrow Electronics
ARW
$5.56B
$429K 0.01%
2,994
-166
DUOL icon
588
Duolingo
DUOL
$8.85B
$427K 0.01%
2,987
FDS icon
589
Factset
FDS
$10.4B
$425K 0.01%
1,060
-62
SABS icon
590
SAB Biotherapeutics
SABS
$188M
$420K 0.01%
50,651
WBD icon
591
Warner Bros
WBD
$59.5B
$418K 0.01%
33,311
+967
QVAL icon
592
Alpha Architect US Quantitative Value ETF
QVAL
$433M
$418K 0.01%
12,071
-138
CSL icon
593
Carlisle Companies
CSL
$13.3B
$417K 0.01%
1,624
+300
FNF icon
594
Fidelity National Financial
FNF
$16.1B
$416K 0.01%
11,561
-110
HWM icon
595
Howmet Aerospace
HWM
$82.3B
$410K 0.01%
8,278
+1,116
GLDM icon
596
SPDR Gold MiniShares Trust
GLDM
$23.9B
$409K 0.01%
10,750
SNY icon
597
Sanofi
SNY
$121B
$408K 0.01%
7,571
-1,324
FRME icon
598
First Merchants
FRME
$2.13B
$408K 0.01%
14,440
+68
PAA icon
599
Plains All American Pipeline
PAA
$12.3B
$406K 0.01%
28,769
NDAQ icon
600
Nasdaq
NDAQ
$51.9B
$406K 0.01%
8,136
-145