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
651
$290K 0.01%
2,957
+260
652
$289K 0.01%
3,888
-2,251
653
$289K 0.01%
7,190
-6
654
$288K 0.01%
4,480
655
$288K 0.01%
7,283
+155
656
$285K 0.01%
8,060
-59
657
$285K 0.01%
1,172
-11
658
$284K 0.01%
+28,200
659
$284K 0.01%
2,925
+59
660
$284K 0.01%
6,382
+144
661
$283K 0.01%
11,948
+71
662
$283K 0.01%
14,519
+67
663
$282K 0.01%
+4,659
664
$279K 0.01%
18,700
+541
665
$278K 0.01%
12,392
+307
666
$276K 0.01%
6,183
+179
667
$274K 0.01%
5,553
+430
668
$274K 0.01%
2,942
+49
669
$274K 0.01%
14,018
+215
670
$272K 0.01%
4,704
-282
671
$271K 0.01%
17,665
+365
672
$271K 0.01%
2,640
673
$271K 0.01%
340
-4
674
$270K 0.01%
6,099
675
$270K 0.01%
6,957
+93
25 26
27
28 29