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
$6.17B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$4.81M
2 +$4.52M
3 +$4.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.94M

Top Sells

1 +$7.1M
2 +$6.73M
3 +$5.38M
4
AMZN icon
Amazon
AMZN
+$4.01M
5
IWR icon
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
EVRG icon
701
Evergy
EVRG
$17.4B
$299K ﹤0.01%
5,112
-715
GPK icon
702
Graphic Packaging
GPK
$4.56B
$298K ﹤0.01%
12,407
-374
NTAP icon
703
NetApp
NTAP
$21.7B
$297K ﹤0.01%
3,889
-170
AMCR icon
704
Amcor
AMCR
$20.5B
$296K ﹤0.01%
29,657
-9,114
AVTR icon
705
Avantor
AVTR
$8.15B
$295K ﹤0.01%
+14,350
VERX icon
706
Vertex
VERX
$3.06B
$291K ﹤0.01%
14,905
CHX
707
DELISTED
ChampionX
CHX
$291K ﹤0.01%
9,361
+303
PRI icon
708
Primerica
PRI
$8.57B
$290K ﹤0.01%
1,467
+43
BLD icon
709
TopBuild
BLD
$13.9B
$290K ﹤0.01%
1,089
GNRC icon
710
Generac Holdings
GNRC
$9.38B
$289K ﹤0.01%
1,940
-19
UHS icon
711
Universal Health Services
UHS
$12.6B
$289K ﹤0.01%
1,831
TTD icon
712
Trade Desk
TTD
$17.5B
$288K ﹤0.01%
3,736
-52
EXPE icon
713
Expedia Group
EXPE
$36.2B
$288K ﹤0.01%
2,631
-789
MKL icon
714
Markel Group
MKL
$26.3B
$288K ﹤0.01%
208
LFUS icon
715
Littelfuse
LFUS
$7.35B
$287K ﹤0.01%
985
+37
DINO icon
716
HF Sinclair
DINO
$9.3B
$286K ﹤0.01%
6,419
-706
EXPD icon
717
Expeditors International
EXPD
$22B
$285K ﹤0.01%
2,355
CE icon
718
Celanese
CE
$5.15B
$285K ﹤0.01%
2,461
-7
AXTA icon
719
Axalta
AXTA
$7.14B
$285K ﹤0.01%
8,685
-2,134
NVT icon
720
nVent Electric
NVT
$17.6B
$285K ﹤0.01%
5,511
+165
CPAY icon
721
Corpay
CPAY
$22.9B
$284K ﹤0.01%
1,132
-17
CHKP icon
722
Check Point Software Technologies
CHKP
$20.4B
$283K ﹤0.01%
2,254
-4
EME icon
723
Emcor
EME
$30.8B
$283K ﹤0.01%
1,529
-70
AGCO icon
724
AGCO
AGCO
$8.47B
$281K ﹤0.01%
2,137
TRMB icon
725
Trimble
TRMB
$18.8B
$281K ﹤0.01%
5,301
+361