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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.3M 0.26%
74,498
+266
52
$13.2M 0.26%
86,003
+604
53
$13.2M 0.26%
76,926
+407
54
$12.8M 0.25%
107,599
-2,983
55
$12.8M 0.25%
97,996
+3,193
56
$12.4M 0.24%
294,597
57
$12.4M 0.24%
77,611
-2,200
58
$12.4M 0.24%
240,221
+1,741
59
$11.4M 0.22%
149,755
+8,446
60
$11.3M 0.22%
396,586
+5,684
61
$11.3M 0.22%
134,539
-212
62
$11M 0.21%
51,133
+81
63
$10.9M 0.21%
84,678
-29,900
64
$10.9M 0.21%
67,216
-604
65
$10.8M 0.21%
126,227
-618
66
$10.7M 0.21%
199,885
67
$10.7M 0.21%
83,808
-4,549
68
$10.6M 0.21%
380,307
-1,068
69
$10.6M 0.21%
311,071
-3,988
70
$10.4M 0.2%
220,611
-12,659
71
$10.4M 0.2%
203,596
72
$10.4M 0.2%
208,039
-3,198
73
$9.61M 0.19%
179,179
-2,535
74
$9.57M 0.19%
159,532
+1,160
75
$9.33M 0.18%
42,949
+760
1 2
3
4 5