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
626
$316K 0.01%
33,039
-8,531
627
$313K 0.01%
2,166
-136
628
$313K 0.01%
5,693
-72
629
$312K 0.01%
2,857
-817
630
$311K 0.01%
6,167
631
$310K 0.01%
3,503
+39
632
$310K 0.01%
1,642
+24
633
$309K 0.01%
4,160
+172
634
$306K 0.01%
+2,706
635
$305K 0.01%
5,349
+3
636
$305K 0.01%
2,700
637
$305K 0.01%
1,797
-384
638
$304K 0.01%
5,190
+768
639
$303K 0.01%
4,397
-94
640
$303K 0.01%
+4,903
641
$303K 0.01%
3,135
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642
$302K 0.01%
5,182
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643
$302K 0.01%
13,461
+2,847
644
$299K 0.01%
5,732
+69
645
$298K 0.01%
10,212
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646
$295K 0.01%
12,698
+2,320
647
$295K 0.01%
+11,305
648
$294K 0.01%
2,493
+71
649
$293K 0.01%
16,180
-7,330
650
$293K 0.01%
2,731
+382
24 25
26
27 28