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
$5.15B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.4M
3
+$8.39M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$8.14M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.68M

Top Sells

1
+$30.8M
2
+$12.4M
3
+$9.12M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$6.88M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.32M

Sector Composition

1 Technology 5.64%
2 Financials 4.41%
3 Healthcare 3.59%
4 Consumer Staples 2.79%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$277K 0.01%
2,256
-76
652
$276K 0.01%
20,973
-5,315
653
$275K 0.01%
8,636
-30
654
$275K 0.01%
6,050
-6
655
$274K 0.01%
3,003
+278
656
$272K 0.01%
9,097
-2,595
657
$269K 0.01%
13,471
-55
658
$268K 0.01%
3,558
-2,546
659
$267K 0.01%
3,512
-87
660
$265K 0.01%
4,973
+1,307
661
$265K 0.01%
316
-3
662
$264K 0.01%
13,398
-350
663
$263K 0.01%
15,911
+710
664
$263K 0.01%
6,318
+398
665
$262K 0.01%
3,353
-3,516
666
$262K 0.01%
3,164
+23
667
$261K 0.01%
3,184
-14
668
$260K 0.01%
963
-106
669
$259K 0.01%
988
+78
670
$259K 0.01%
+1,087
671
$258K 0.01%
1,773
-176
672
$258K 0.01%
2,864
673
$257K 0.01%
17,221
-15
674
$256K 0.01%
10,911
-2,073
675
$255K 0.01%
1,258
-62
25 26
27
28 29