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
601
$377K 0.01%
8,586
-1,064
602
$376K 0.01%
3,015
603
$376K 0.01%
7,245
+600
604
$375K 0.01%
38,269
605
$372K 0.01%
2,619
+823
606
$371K 0.01%
3,359
+561
607
$370K 0.01%
11,602
+2,966
608
$368K 0.01%
11,206
+2,188
609
$368K 0.01%
4,471
+458
610
$363K 0.01%
5,776
+644
611
$361K 0.01%
4,824
+121
612
$361K 0.01%
4,200
613
$360K 0.01%
6,738
+1,599
614
$359K 0.01%
2,615
+359
615
$358K 0.01%
4,332
+464
616
$358K 0.01%
13,575
+3,468
617
$353K 0.01%
4,432
+169
618
$353K 0.01%
1,076
+9
619
$351K 0.01%
11,706
+2,945
620
$348K 0.01%
4,285
+513
621
$347K 0.01%
4,086
+765
622
$345K 0.01%
37,245
623
$342K 0.01%
11,711
+2,516
624
$342K 0.01%
9,790
-4,166
625
$342K 0.01%
+8,239
23 24
25
26 27