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
$6.5B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$8.29M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.04M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.55M

Top Sells

1
+$19.1M
2
+$9.82M
3
+$4.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.38M

Sector Composition

1 Technology 6.38%
2 Financials 4.9%
3 Healthcare 3.45%
4 Consumer Staples 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$335K 0.01%
6,875
+1,481
677
$333K 0.01%
6,853
-1,932
678
$333K 0.01%
280
+5
679
$333K 0.01%
21,650
+470
680
$332K 0.01%
1,828
+151
681
$331K 0.01%
2,317
-73
682
$331K 0.01%
6,277
+1,800
683
$330K 0.01%
3,132
-154
684
$329K 0.01%
6,802
+191
685
$328K 0.01%
4,343
+185
686
$327K 0.01%
8,417
-550
687
$327K 0.01%
5,330
+2,120
688
$327K 0.01%
1,782
+52
689
$326K 0.01%
10,112
-715
690
$325K 0.01%
8,471
-1,200
691
$325K 0.01%
9,317
-170
692
$323K 0.01%
13,757
+3,593
693
$322K ﹤0.01%
9,114
-2,084
694
$322K ﹤0.01%
7,096
+493
695
$320K ﹤0.01%
2,200
+64
696
$320K ﹤0.01%
+12,984
697
$318K ﹤0.01%
+5,991
698
$316K ﹤0.01%
3,800
+1,384
699
$316K ﹤0.01%
8,231
-2,013
700
$316K ﹤0.01%
+6,769
26 27
28
29 30