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
$3.93B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$9.63M
3
+$5.88M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$5.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.73M

Top Sells

1
+$74.7M
2
+$7.47M
3
+$6.67M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.97M
5
BABA icon
Alibaba
BABA
+$5.92M

Sector Composition

1 Energy 5.19%
2 Financials 4.24%
3 Healthcare 4.17%
4 Consumer Staples 3.96%
5 Technology 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$216K 0.01%
+25,000
652
$216K 0.01%
+6,250
653
$216K 0.01%
+10,156
654
$215K 0.01%
+2,644
655
$215K 0.01%
6,657
-11,265
656
$214K 0.01%
3,422
+37
657
$213K 0.01%
2,631
-60
658
$212K 0.01%
+6,124
659
$211K 0.01%
4,241
-2,159
660
$211K 0.01%
+865
661
$210K 0.01%
+1,302
662
$210K 0.01%
+8,282
663
$209K 0.01%
+1,290
664
$208K 0.01%
+11,670
665
$208K 0.01%
+5,820
666
$207K 0.01%
+3,084
667
$207K 0.01%
+9,126
668
$206K 0.01%
+2,758
669
$206K 0.01%
+2,539
670
$205K 0.01%
+215
671
$204K 0.01%
+3,050
672
$204K 0.01%
+3,000
673
$204K 0.01%
+7,650
674
$203K 0.01%
+1,229
675
$201K 0.01%
5,762
-6,392
25 26
27
28 29