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
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$260K ﹤0.01%
+786
702
$260K ﹤0.01%
1,644
+41
703
$259K ﹤0.01%
1,222
+191
704
$258K ﹤0.01%
+1,403
705
$258K ﹤0.01%
+3,788
706
$258K ﹤0.01%
1,599
-227
707
$258K ﹤0.01%
1,086
+124
708
$256K ﹤0.01%
+922
709
$256K ﹤0.01%
302
+11
710
$255K ﹤0.01%
+4,370
711
$255K ﹤0.01%
3,331
-252
712
$255K ﹤0.01%
4,317
-688
713
$254K ﹤0.01%
+7,221
714
$254K ﹤0.01%
2,412
-1,090
715
$254K ﹤0.01%
+4,423
716
$253K ﹤0.01%
+4,305
717
$253K ﹤0.01%
+8,729
718
$252K ﹤0.01%
1,105
+65
719
$252K ﹤0.01%
+4,562
720
$252K ﹤0.01%
+12,061
721
$251K ﹤0.01%
+3,791
722
$251K ﹤0.01%
8,280
723
$251K ﹤0.01%
+1,780
724
$250K ﹤0.01%
8,418
+2,076
725
$249K ﹤0.01%
+1,121
27 28
29
30 31