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
$4.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.47M
3
+$6.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M

Top Sells

1
+$10.1M
2
+$9.05M
3
+$4.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.27%
3 Energy 4.23%
4 Technology 3.87%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$219K 0.01%
4,740
-595
702
$218K 0.01%
+1,452
703
$218K 0.01%
+6,325
704
$217K ﹤0.01%
4,126
-1
705
$216K ﹤0.01%
8,000
706
$216K ﹤0.01%
+7,310
707
$214K ﹤0.01%
2,027
-4
708
$214K ﹤0.01%
+2,832
709
$213K ﹤0.01%
5,702
710
$213K ﹤0.01%
4,808
-3,571
711
$213K ﹤0.01%
1,213
712
$212K ﹤0.01%
+3,536
713
$212K ﹤0.01%
12,822
714
$211K ﹤0.01%
10,204
715
$210K ﹤0.01%
+2,640
716
$209K ﹤0.01%
+8,407
717
$206K ﹤0.01%
1,625
-8
718
$206K ﹤0.01%
2,136
719
$205K ﹤0.01%
+3,812
720
$205K ﹤0.01%
6,120
-309
721
$204K ﹤0.01%
2,361
+266
722
$203K ﹤0.01%
+5,074
723
$202K ﹤0.01%
+995
724
$197K ﹤0.01%
11,812
+5
725
$196K ﹤0.01%
17,620
-4,463
27 28
29
30 31