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
576
$393K 0.01%
18,823
+1,326
577
$392K 0.01%
2,650
578
$390K 0.01%
16,382
-3
579
$389K 0.01%
7,349
+26
580
$386K 0.01%
+29,514
581
$382K 0.01%
10,097
582
$382K 0.01%
6,307
+273
583
$375K 0.01%
17,717
-898
584
$373K 0.01%
7,467
+119
585
$370K 0.01%
7,690
+48
586
$368K 0.01%
3,694
-390
587
$368K 0.01%
7,164
+65
588
$366K 0.01%
25,672
+655
589
$366K 0.01%
6,320
590
$364K 0.01%
11,954
+132
591
$364K 0.01%
8,335
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592
$363K 0.01%
7,729
-184
593
$363K 0.01%
2,584
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594
$363K 0.01%
3,298
-215
595
$362K 0.01%
2,895
-334
596
$359K 0.01%
12,213
-2,978
597
$355K 0.01%
2,116
598
$352K 0.01%
9,786
-613
599
$352K 0.01%
8,452
+212
600
$347K 0.01%
5,026
-30
22 23
24
25 26