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
601
$345K 0.01%
11,529
-382
602
$343K 0.01%
3,902
+1,455
603
$340K 0.01%
7,214
-2,165
604
$340K 0.01%
6,375
-420
605
$340K 0.01%
10,900
-390
606
$339K 0.01%
2,281
-164
607
$338K 0.01%
4,135
-556
608
$338K 0.01%
13,966
+53
609
$338K 0.01%
27,542
+4,120
610
$337K 0.01%
2,454
+31
611
$337K 0.01%
4,623
+333
612
$336K 0.01%
19,928
613
$336K 0.01%
5,883
+160
614
$326K 0.01%
5,497
+5
615
$325K 0.01%
3,063
+32
616
$324K 0.01%
12,645
-1,039
617
$324K 0.01%
21,334
-6,328
618
$323K 0.01%
19,784
-2,466
619
$323K 0.01%
1,331
+97
620
$322K 0.01%
6,549
+476
621
$322K 0.01%
10,676
+850
622
$322K 0.01%
6,321
-40
623
$319K 0.01%
11,882
+220
624
$319K 0.01%
3,441
-609
625
$317K 0.01%
21,091
23 24
25
26 27