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
576
$360K 0.01%
7,945
+257
577
$359K 0.01%
4,687
-29
578
$359K 0.01%
3,474
+33
579
$357K 0.01%
8,194
-1,557
580
$357K 0.01%
42,900
-2,100
581
$356K 0.01%
4,477
+15
582
$355K 0.01%
7,939
-100
583
$354K 0.01%
9,119
+2,347
584
$352K 0.01%
2,657
-82
585
$350K 0.01%
6,493
+372
586
$349K 0.01%
31,842
+3,775
587
$348K 0.01%
6,670
-2,308
588
$348K 0.01%
32,080
-2,175
589
$348K 0.01%
12,462
-13,947
590
$346K 0.01%
4,803
+35
591
$346K 0.01%
3,103
-37
592
$345K 0.01%
13,037
+182
593
$344K 0.01%
8,998
+59
594
$344K 0.01%
6,647
595
$340K 0.01%
9,959
-423
596
$339K 0.01%
6,180
597
$337K 0.01%
1,885
+317
598
$336K 0.01%
+18,794
599
$334K 0.01%
5,243
+273
600
$333K 0.01%
6,417
+47
22 23
24
25 26