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
676
$255K 0.01%
3,868
-32
677
$254K ﹤0.01%
3,485
+6
678
$254K ﹤0.01%
2,166
-6
679
$253K ﹤0.01%
3,262
-362
680
$253K ﹤0.01%
9,018
-4,327
681
$253K ﹤0.01%
6,112
-85
682
$251K ﹤0.01%
7,294
-1,319
683
$250K ﹤0.01%
1,031
+89
684
$249K ﹤0.01%
7,104
-1,306
685
$247K ﹤0.01%
8,761
+295
686
$246K ﹤0.01%
3,772
-46
687
$246K ﹤0.01%
+1,139
688
$245K ﹤0.01%
3,583
-21
689
$244K ﹤0.01%
2,798
-86
690
$243K ﹤0.01%
2,635
-7,198
691
$243K ﹤0.01%
3,675
-171
692
$243K ﹤0.01%
1,090
-361
693
$242K ﹤0.01%
+3,107
694
$242K ﹤0.01%
+3,543
695
$242K ﹤0.01%
5,139
+18
696
$242K ﹤0.01%
4,236
-262
697
$241K ﹤0.01%
+291
698
$241K ﹤0.01%
+935
699
$240K ﹤0.01%
+9,942
700
$239K ﹤0.01%
8,280
26 27
28
29 30