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
$6.5B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$8.29M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.04M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.55M

Top Sells

1
+$19.1M
2
+$9.82M
3
+$4.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.38M

Sector Composition

1 Technology 6.38%
2 Financials 4.9%
3 Healthcare 3.45%
4 Consumer Staples 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$315K ﹤0.01%
3,396
+427
702
$314K ﹤0.01%
2,864
703
$314K ﹤0.01%
2,271
+47
704
$313K ﹤0.01%
4,570
+574
705
$313K ﹤0.01%
3,331
+203
706
$311K ﹤0.01%
5,158
+328
707
$308K ﹤0.01%
209
+6
708
$307K ﹤0.01%
5,600
709
$307K ﹤0.01%
2,698
+342
710
$306K ﹤0.01%
5,991
+46
711
$305K ﹤0.01%
5,926
+139
712
$304K ﹤0.01%
3,470
-158
713
$304K ﹤0.01%
8,280
714
$303K ﹤0.01%
829
-200
715
$303K ﹤0.01%
977
+50
716
$301K ﹤0.01%
5,526
-26
717
$301K ﹤0.01%
27,682
+1,323
718
$301K ﹤0.01%
7,766
-2,339
719
$300K ﹤0.01%
1,352
+319
720
$297K ﹤0.01%
3,552
-2,709
721
$297K ﹤0.01%
+5,614
722
$296K ﹤0.01%
14,755
+645
723
$295K ﹤0.01%
4,881
+459
724
$294K ﹤0.01%
2,849
-852
725
$294K ﹤0.01%
2,375
+80
27 28
29
30 31