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
676
$270K 0.01%
6,425
+1,500
677
$269K 0.01%
+5,123
678
$268K 0.01%
12,085
+205
679
$267K 0.01%
1,551
-6
680
$266K 0.01%
17,300
+160
681
$266K 0.01%
4,507
+590
682
$263K 0.01%
78
683
$261K 0.01%
6,864
-3
684
$261K 0.01%
4,175
685
$261K 0.01%
4,422
+25
686
$260K 0.01%
7,196
687
$259K 0.01%
+4,173
688
$259K 0.01%
2,203
+32
689
$258K 0.01%
1,655
690
$258K 0.01%
3,811
691
$257K 0.01%
2,489
+147
692
$256K 0.01%
10,378
-468
693
$256K 0.01%
2,349
-79
694
$255K 0.01%
1,691
-1,461
695
$251K 0.01%
7,380
696
$251K 0.01%
+1,702
697
$251K 0.01%
2,621
-51
698
$250K 0.01%
7,128
+33
699
$249K ﹤0.01%
10,162
+1,854
700
$248K ﹤0.01%
6,004
-168