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
$4.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.47M
3
+$6.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M

Top Sells

1
+$10.1M
2
+$9.05M
3
+$4.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.27%
3 Energy 4.23%
4 Technology 3.87%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.27%
91,071
-2,537
52
$11.8M 0.27%
413,444
-10,534
53
$11.8M 0.27%
396,121
-15,307
54
$11.5M 0.26%
76,280
+7,029
55
$11.5M 0.26%
78,843
+7,245
56
$11.4M 0.26%
364,670
-3,919
57
$11M 0.25%
188,639
-3,843
58
$11M 0.25%
447,143
+24,215
59
$10.9M 0.25%
235,300
+22,460
60
$10.9M 0.25%
160,116
+132
61
$10.9M 0.25%
93,632
-557
62
$10.5M 0.24%
306,656
+4,000
63
$10.5M 0.24%
132,081
-178
64
$10.3M 0.23%
59,055
+2,385
65
$10.2M 0.23%
223,580
+18,700
66
$10.1M 0.23%
+296,767
67
$10.1M 0.23%
131,744
-377
68
$10.1M 0.23%
135,126
+2,305
69
$10M 0.23%
524,305
+20,054
70
$9.92M 0.23%
136,808
+766
71
$9.92M 0.23%
93,332
+591
72
$9.9M 0.23%
122,661
-3,644
73
$9.84M 0.22%
138,049
-1,301
74
$9.7M 0.22%
65,935
-2,810
75
$9.68M 0.22%
286,879
+6,180
1 2
3
4 5