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
$5.03B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.14M
3 +$3.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.56M

Top Sells

1 +$12.5M
2 +$11.8M
3 +$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.01M

Sector Composition

1 Financials 4.9%
2 Technology 4.39%
3 Healthcare 3.47%
4 Energy 2.99%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$248K ﹤0.01%
7,125
702
$248K ﹤0.01%
18,800
703
$247K ﹤0.01%
3,700
704
$246K ﹤0.01%
+21,452
705
$246K ﹤0.01%
5,936
+198
706
$245K ﹤0.01%
941
-88
707
$244K ﹤0.01%
6,641
+979
708
$243K ﹤0.01%
1,489
709
$242K ﹤0.01%
7,978
-34,710
710
$242K ﹤0.01%
+6,216
711
$242K ﹤0.01%
3,697
712
$242K ﹤0.01%
1,086
-321
713
$241K ﹤0.01%
13,803
714
$241K ﹤0.01%
1,151
715
$239K ﹤0.01%
1,701
-13
716
$239K ﹤0.01%
4,986
-111
717
$239K ﹤0.01%
4,503
718
$238K ﹤0.01%
9,295
719
$238K ﹤0.01%
10,614
-764
720
$237K ﹤0.01%
+7,322
721
$236K ﹤0.01%
2,009
-438
722
$235K ﹤0.01%
5,615
-18
723
$235K ﹤0.01%
5,962
-4,766
724
$234K ﹤0.01%
2,774
+309
725
$234K ﹤0.01%
344
-6