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
601
$352K 0.01%
21,680
+5,360
602
$349K 0.01%
17,497
+2,525
603
$348K 0.01%
5,346
-100
604
$346K 0.01%
10,097
605
$346K 0.01%
25,017
-70
606
$343K 0.01%
11,911
+179
607
$342K 0.01%
2,302
+154
608
$341K 0.01%
5,275
+465
609
$340K 0.01%
40,000
610
$340K 0.01%
6,795
+40
611
$339K 0.01%
11,290
-5,920
612
$338K 0.01%
1,618
613
$337K 0.01%
2,492
+199
614
$336K 0.01%
3,988
+256
615
$336K 0.01%
6,034
+79
616
$333K 0.01%
8,224
-25
617
$333K 0.01%
4,980
+133
618
$333K 0.01%
23,422
-7,950
619
$332K 0.01%
5,080
+197
620
$331K 0.01%
5,723
-101
621
$331K 0.01%
2,422
+151
622
$330K 0.01%
21,091
623
$328K 0.01%
7,099
+1,888
624
$325K 0.01%
1,183
-7
625
$325K 0.01%
5,765
+54
23 24
25
26 27