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
$6.17B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.52M
3
+$4.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.94M

Top Sells

1
+$7.1M
2
+$6.73M
3
+$5.38M
4
AMZN icon
Amazon
AMZN
+$4.01M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.55M

Sector Composition

1 Technology 6.65%
2 Financials 4.33%
3 Healthcare 3.28%
4 Consumer Staples 2.63%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OEF icon
51
iShares S&P 100 ETF
OEF
$29B
$13.9M 0.22%
67,259
-229
ICF icon
52
iShares Select U.S. REIT ETF
ICF
$1.92B
$13.6M 0.21%
245,079
+2,485
CSCO icon
53
Cisco
CSCO
$304B
$13.4M 0.21%
258,894
-11,508
UNH icon
54
UnitedHealth
UNH
$299B
$13.2M 0.2%
27,455
-108
XLE icon
55
Energy Select Sector SPDR Fund
XLE
$27.3B
$12.8M 0.2%
157,647
-737
VB icon
56
Vanguard Small-Cap ETF
VB
$69.3B
$12.7M 0.2%
63,781
+4,531
SPYX icon
57
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.48B
$12.7M 0.2%
350,340
+11,100
VGT icon
58
Vanguard Information Technology ETF
VGT
$113B
$12.6M 0.19%
28,483
-487
LLY icon
59
Eli Lilly
LLY
$963B
$12.5M 0.19%
26,651
+400
PM icon
60
Philip Morris
PM
$245B
$12.4M 0.19%
127,292
-5,415
NFLX icon
61
Netflix
NFLX
$456B
$12.4M 0.19%
281,410
-1,830
VONE icon
62
Vanguard Russell 1000 ETF
VONE
$7.15B
$12.3M 0.19%
60,844
CB icon
63
Chubb
CB
$117B
$12.1M 0.19%
62,998
+306
QQQ icon
64
Invesco QQQ Trust
QQQ
$405B
$12.1M 0.19%
32,620
-1,241
TSLA icon
65
Tesla
TSLA
$1.43T
$11.6M 0.18%
44,455
-25,720
MCD icon
66
McDonald's
MCD
$222B
$11.4M 0.18%
38,260
-1,022
XLF icon
67
Financial Select Sector SPDR Fund
XLF
$52.3B
$11.3M 0.18%
335,699
+4,343
ABT icon
68
Abbott
ABT
$224B
$11.1M 0.17%
101,709
-1,257
IWD icon
69
iShares Russell 1000 Value ETF
IWD
$67.7B
$10.8M 0.17%
68,738
-6,269
VWO icon
70
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$10.6M 0.16%
259,850
-10,517
VBR icon
71
Vanguard Small-Cap Value ETF
VBR
$31.9B
$10.5M 0.16%
63,283
+12,020
VYMI icon
72
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$10.2M 0.16%
161,234
-654
AVGO icon
73
Broadcom
AVGO
$1.9T
$9.5M 0.15%
109,520
+110
DFAS icon
74
Dimensional US Small Cap ETF
DFAS
$11.9B
$9.42M 0.15%
171,840
+58,641
IVOO icon
75
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.92B
$9.39M 0.15%
106,002
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3
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