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
651
$269K 0.01%
13,613
+1,963
652
$269K 0.01%
+12,433
653
$267K 0.01%
3,136
+40
654
$267K 0.01%
3,170
+41
655
$266K 0.01%
+13,205
656
$264K 0.01%
1,955
-28
657
$263K 0.01%
4,109
-1,627
658
$262K 0.01%
1,780
+99
659
$261K 0.01%
1,933
-91
660
$260K 0.01%
2,824
-86
661
$258K 0.01%
7,887
+300
662
$256K 0.01%
7,635
663
$254K 0.01%
5,775
+50
664
$253K 0.01%
6,321
-89
665
$250K 0.01%
22,972
+1,396
666
$249K 0.01%
8,100
-1,000
667
$248K 0.01%
4,333
+33
668
$246K 0.01%
3,028
-2,411
669
$245K 0.01%
2,777
+16
670
$244K 0.01%
28,452
671
$244K 0.01%
4,434
+599
672
$243K 0.01%
4,078
673
$242K 0.01%
+8,682
674
$241K 0.01%
7,220
675
$241K 0.01%
4,480
25 26
27
28 29