V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Est. Return
16.27%
1 Year Est. Return
+16.27%
AUM
$6.17B
AUM Growth
+$347M
(+6%)
Holding
925
Top Buys
| 1 | +$4.81M | |
| 2 | +$4.52M | |
| 3 | +$4.47M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.22M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$3.94M |
Top Sells
| 1 | +$7.1M | |
| 2 | +$6.73M | |
| 3 | +$5.38M | |
| 4 |
Amazon
AMZN
|
+$4.01M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$3.55M |
Sector Composition
| 1 | Technology | 6.65% |
| 2 | Financials | 4.33% |
| 3 | Healthcare | 3.28% |
| 4 | Consumer Staples | 2.63% |
| 5 | Consumer Discretionary | 2.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Evergy
EVRG
$17.9B
| $299K | ﹤0.01% |
5,112
-715
|
|
||
702
Graphic Packaging
GPK
$4.78B
| $298K | ﹤0.01% |
12,407
-374
|
|
||
703
NetApp
NTAP
$22.1B
| $297K | ﹤0.01% |
3,889
-170
|
|
||
704
Amcor
AMCR
$19.7B
| $296K | ﹤0.01% |
29,657
-9,114
|
|
||
705
Avantor
AVTR
$8B
| $295K | ﹤0.01% |
+14,350
|
|
||
706
Vertex
VERX
$3.14B
| $291K | ﹤0.01% |
14,905
|
|
||
|
CHX
707
DELISTED
ChampionX
CHX
| $291K | ﹤0.01% |
9,361
+303
|
|
||
708
Primerica
PRI
$8.21B
| $290K | ﹤0.01% |
1,467
+43
|
|
||
709
TopBuild
BLD
$12.7B
| $290K | ﹤0.01% |
1,089
|
|
||
710
Generac Holdings
GNRC
$8.9B
| $289K | ﹤0.01% |
1,940
-19
|
|
||
711
Universal Health Services
UHS
$15.2B
| $289K | ﹤0.01% |
1,831
|
|
||
712
Trade Desk
TTD
$19.1B
| $288K | ﹤0.01% |
3,736
-52
|
|
||
713
Expedia Group
EXPE
$31.3B
| $288K | ﹤0.01% |
2,631
-789
|
|
||
714
Markel Group
MKL
$26.2B
| $288K | ﹤0.01% |
208
|
|
||
715
Littelfuse
LFUS
$6.38B
| $287K | ﹤0.01% |
985
+37
|
|
||
716
HF Sinclair
DINO
$9.73B
| $286K | ﹤0.01% |
6,419
-706
|
|
||
717
Expeditors International
EXPD
$19.7B
| $285K | ﹤0.01% |
2,355
|
|
||
718
Celanese
CE
$4.56B
| $285K | ﹤0.01% |
2,461
-7
|
|
||
719
Axalta
AXTA
$6.43B
| $285K | ﹤0.01% |
8,685
-2,134
|
|
||
720
nVent Electric
NVT
$17.3B
| $285K | ﹤0.01% |
5,511
+165
|
|
||
721
Corpay
CPAY
$20.7B
| $284K | ﹤0.01% |
1,132
-17
|
|
||
722
Check Point Software Technologies
CHKP
$20.1B
| $283K | ﹤0.01% |
2,254
-4
|
|
||
723
Emcor
EME
$27.5B
| $283K | ﹤0.01% |
1,529
-70
|
|
||
724
AGCO
AGCO
$7.91B
| $281K | ﹤0.01% |
2,137
|
|
||
725
Trimble
TRMB
$19.4B
| $281K | ﹤0.01% |
5,301
+361
|
|