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
$5.03B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.14M
3
+$3.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.56M

Top Sells

1
+$12.5M
2
+$11.8M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.01M

Sector Composition

1 Financials 4.9%
2 Technology 4.39%
3 Healthcare 3.47%
4 Energy 2.99%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$295K 0.01%
11,662
-7
652
$294K 0.01%
18,405
653
$292K 0.01%
18,918
+7,569
654
$290K 0.01%
11,877
655
$289K 0.01%
3,031
+25
656
$287K 0.01%
8,119
-144
657
$287K 0.01%
6,238
+35
658
$287K 0.01%
7,859
-1,574
659
$285K 0.01%
6,099
+1,001
660
$284K 0.01%
6,073
+827
661
$283K 0.01%
6,010
-130
662
$283K 0.01%
2,893
-1,289
663
$283K 0.01%
9,192
-252
664
$281K 0.01%
9,826
-340
665
$281K 0.01%
4,480
666
$278K 0.01%
6,239
+167
667
$277K 0.01%
19,351
+2,678
668
$277K 0.01%
5,015
-184
669
$277K 0.01%
1,234
+91
670
$276K 0.01%
7,686
-501
671
$274K 0.01%
4,491
-28
672
$273K 0.01%
1,884
+251
673
$273K 0.01%
2,129
674
$271K 0.01%
9,513
-28
675
$270K 0.01%
2,866
+6
25 26
27
28 29