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
676
$240K 0.01%
2,890
677
$238K 0.01%
29,001
678
$237K 0.01%
2,624
-62
679
$235K 0.01%
1,925
+274
680
$234K 0.01%
2,008
+6
681
$234K 0.01%
6,877
+419
682
$234K 0.01%
3,745
+71
683
$234K 0.01%
5,522
684
$233K 0.01%
2,776
+27
685
$230K 0.01%
3,668
686
$229K 0.01%
6,408
+79
687
$229K 0.01%
6,456
+220
688
$228K 0.01%
7,142
-114
689
$228K 0.01%
7,473
-4,500
690
$227K 0.01%
4,339
-290
691
$226K 0.01%
+10,400
692
$226K 0.01%
1,626
693
$225K 0.01%
4,800
-1,426
694
$225K 0.01%
5,900
+287
695
$222K 0.01%
5,847
+50
696
$221K 0.01%
5,064
697
$220K 0.01%
4,157
-891
698
$219K 0.01%
224
-12
699
$219K 0.01%
4,009
700
$219K 0.01%
3,899
-284
26 27
28
29 30