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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1 +$37.7M
2 +$9.21M
3 +$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1 +$17M
2 +$8.09M
3 +$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$248K ﹤0.01%
6,810
-1,049
702
$247K ﹤0.01%
2,085
+24
703
$247K ﹤0.01%
4,560
-54
704
$247K ﹤0.01%
1,085
-1
705
$245K ﹤0.01%
3,700
706
$244K ﹤0.01%
10,343
+91
707
$244K ﹤0.01%
+17,769
708
$243K ﹤0.01%
6,191
+229
709
$242K ﹤0.01%
10,046
-483
710
$242K ﹤0.01%
6,216
711
$242K ﹤0.01%
2,628
+7
712
$241K ﹤0.01%
4,503
713
$240K ﹤0.01%
7,380
714
$240K ﹤0.01%
7,475
715
$240K ﹤0.01%
1,349
+408
716
$239K ﹤0.01%
+8,355
717
$239K ﹤0.01%
4,104
-69
718
$239K ﹤0.01%
6,690
+223
719
$239K ﹤0.01%
14,194
-11,525
720
$238K ﹤0.01%
1,151
721
$237K ﹤0.01%
1,706
+5
722
$236K ﹤0.01%
2,055
+32
723
$236K ﹤0.01%
6,274
-2
724
$235K ﹤0.01%
+1,873
725
$234K ﹤0.01%
5,415
-309