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
626
$294K 0.01%
6,718
-951
627
$290K 0.01%
+5,426
628
$288K 0.01%
5,021
+174
629
$288K 0.01%
3,035
+411
630
$288K 0.01%
+2,631
631
$287K 0.01%
2,635
632
$286K 0.01%
20,285
633
$286K 0.01%
6,309
-1,434
634
$286K 0.01%
5,966
+638
635
$285K 0.01%
9,411
+665
636
$284K 0.01%
5,698
-25
637
$284K 0.01%
5,501
-70
638
$284K 0.01%
26,180
+8,989
639
$283K 0.01%
10,006
+2,495
640
$281K 0.01%
2,928
-161
641
$279K 0.01%
7,035
642
$278K 0.01%
2,700
643
$277K 0.01%
10,408
644
$275K 0.01%
+6,900
645
$275K 0.01%
4,105
-494
646
$274K 0.01%
1,992
+182
647
$274K 0.01%
8,473
+370
648
$274K 0.01%
4,810
-6
649
$273K 0.01%
10,763
+566
650
$272K 0.01%
+16,200
24 25
26
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