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
576
$379K 0.01%
4,050
+21
577
$378K 0.01%
7,642
-1
578
$377K 0.01%
6,113
579
$376K 0.01%
3,560
+457
580
$376K 0.01%
3,129
+57
581
$373K 0.01%
22,250
-2,318
582
$373K 0.01%
10,399
+102
583
$372K 0.01%
1,274
+8
584
$370K 0.01%
6,153
+57
585
$368K 0.01%
2,116
586
$366K 0.01%
1,762
-23
587
$364K 0.01%
1,308
-206
588
$362K 0.01%
12,501
589
$361K 0.01%
10,888
+2,600
590
$360K 0.01%
6,320
591
$359K 0.01%
3,992
-183
592
$359K 0.01%
3,674
-37
593
$358K 0.01%
3,281
-265
594
$357K 0.01%
21,912
+128
595
$356K 0.01%
2,921
-39
596
$355K 0.01%
7,348
+442
597
$354K 0.01%
1,234
+25
598
$354K 0.01%
1,991
+54
599
$353K 0.01%
5,056
+48
600
$353K 0.01%
5,663
+379
22 23
24
25 26