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
601
$330K 0.01%
10,621
+3,365
602
$328K 0.01%
11,989
+342
603
$328K 0.01%
1,141
+95
604
$324K 0.01%
5,006
+53
605
$324K 0.01%
6,926
606
$323K 0.01%
8,033
+28
607
$322K 0.01%
100,000
-9,500
608
$312K 0.01%
5,918
+660
609
$312K 0.01%
2,650
610
$311K 0.01%
18,133
+4,272
611
$311K 0.01%
5,167
-73
612
$310K 0.01%
4,788
-139
613
$309K 0.01%
5,452
-166
614
$308K 0.01%
2,759
-307
615
$308K 0.01%
7,302
616
$308K 0.01%
12,885
+2,988
617
$303K 0.01%
5,759
-1,558
618
$303K 0.01%
+6,408
619
$300K 0.01%
7,766
+1,048
620
$299K 0.01%
+13,882
621
$299K 0.01%
6,066
-438
622
$299K 0.01%
2,854
+83
623
$296K 0.01%
21,091
-518
624
$294K 0.01%
4,276
-319
625
$294K 0.01%
5,882
+314
23 24
25
26 27