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
$5.15B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.4M
3
+$8.39M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$8.14M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.68M

Top Sells

1
+$30.8M
2
+$12.4M
3
+$9.12M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$6.88M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.32M

Sector Composition

1 Technology 5.64%
2 Financials 4.41%
3 Healthcare 3.59%
4 Consumer Staples 2.79%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$238K ﹤0.01%
9,789
-252
702
$236K ﹤0.01%
11,139
-15
703
$236K ﹤0.01%
1,603
+8
704
$236K ﹤0.01%
4,810
-718
705
$236K ﹤0.01%
3,960
-28,600
706
$234K ﹤0.01%
2,433
-32
707
$233K ﹤0.01%
9,195
-12
708
$232K ﹤0.01%
1,401
-44
709
$232K ﹤0.01%
4,478
-2,079
710
$230K ﹤0.01%
8,450
711
$230K ﹤0.01%
11,003
+180
712
$230K ﹤0.01%
+6,125
713
$229K ﹤0.01%
2,534
+25
714
$228K ﹤0.01%
1,150
-435
715
$227K ﹤0.01%
3,321
-3,396
716
$226K ﹤0.01%
10,807
717
$226K ﹤0.01%
1,796
-49
718
$224K ﹤0.01%
1,220
-13
719
$222K ﹤0.01%
+3,716
720
$221K ﹤0.01%
+1,672
721
$221K ﹤0.01%
204
-12
722
$221K ﹤0.01%
+4,016
723
$218K ﹤0.01%
10,107
-4,553
724
$218K ﹤0.01%
4,686
+798
725
$217K ﹤0.01%
777
-1
27 28
29
30 31