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
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$413K 0.01%
8,279
+1,173
577
$413K 0.01%
5,829
+137
578
$412K 0.01%
6,563
-757
579
$412K 0.01%
11,274
+932
580
$411K 0.01%
10,010
+7
581
$409K 0.01%
1,993
+229
582
$409K 0.01%
1,938
+147
583
$404K 0.01%
5,895
+623
584
$401K 0.01%
8,764
+813
585
$398K 0.01%
4,750
586
$397K 0.01%
8,083
+1,943
587
$397K 0.01%
4,380
+868
588
$396K 0.01%
+8,290
589
$396K 0.01%
7,573
+212
590
$393K 0.01%
6,927
+2
591
$393K 0.01%
12,209
592
$392K 0.01%
9,355
+846
593
$392K 0.01%
4,605
+616
594
$391K 0.01%
8,185
+2,073
595
$389K 0.01%
10,750
596
$384K 0.01%
10,014
597
$381K 0.01%
2,176
-27
598
$379K 0.01%
4,498
+459
599
$377K 0.01%
9,575
+2,281
600
$377K 0.01%
2,409
+20
22 23
24
25 26