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
676
$270K 0.01%
6,032
+96
677
$270K 0.01%
6,425
678
$268K 0.01%
4,175
679
$268K 0.01%
1,855
-238
680
$267K 0.01%
5,995
-15
681
$267K 0.01%
1,671
+16
682
$266K 0.01%
27,296
+5,844
683
$265K 0.01%
2,942
-339
684
$264K 0.01%
1,247
+13
685
$263K 0.01%
4,202
+34
686
$262K 0.01%
6,082
+467
687
$259K 0.01%
8,930
+952
688
$259K 0.01%
4,477
-30
689
$258K 0.01%
2,509
+500
690
$257K 0.01%
5,881
-358
691
$256K 0.01%
3,021
+247
692
$256K 0.01%
3,811
693
$255K 0.01%
18,800
694
$253K ﹤0.01%
1,398
-550
695
$251K ﹤0.01%
11,612
696
$250K ﹤0.01%
+9,790
697
$250K ﹤0.01%
5,149
+43
698
$248K ﹤0.01%
2,297
+74
699
$248K ﹤0.01%
+2,014
700
$248K ﹤0.01%
1,489