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
626
$340K 0.01%
6,533
+2,128
627
$339K 0.01%
+7,526
628
$338K 0.01%
2,386
-2,308
629
$336K 0.01%
981
+18
630
$333K 0.01%
23,650
631
$332K 0.01%
7,783
+679
632
$332K 0.01%
1,834
+70
633
$331K 0.01%
9,835
+97
634
$330K 0.01%
11,397
+2,300
635
$330K 0.01%
+3,256
636
$329K 0.01%
3,145
+510
637
$328K 0.01%
3,700
638
$328K 0.01%
3,598
+60
639
$326K 0.01%
2,216
+44
640
$326K 0.01%
11,761
+121
641
$325K 0.01%
2,574
+4
642
$323K 0.01%
12,756
-2,450
643
$322K 0.01%
7,069
+1,019
644
$317K 0.01%
4,746
+10
645
$317K 0.01%
4,489
-111
646
$317K 0.01%
3,280
-724
647
$316K 0.01%
+2,634
648
$315K 0.01%
8,627
-317
649
$314K 0.01%
1,400
+142
650
$310K 0.01%
9,996
24 25
26
27 28