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
$6.5B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$8.29M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.04M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.55M

Top Sells

1
+$19.1M
2
+$9.82M
3
+$4.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.38M

Sector Composition

1 Technology 6.38%
2 Financials 4.9%
3 Healthcare 3.45%
4 Consumer Staples 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.8M 0.24%
274,363
+143,954
52
$15.4M 0.24%
298,296
+6,597
53
$15.3M 0.24%
275,155
-596
54
$15M 0.23%
41,421
-380
55
$14.7M 0.23%
293,165
+38,883
56
$14.3M 0.22%
152,424
+2,948
57
$14.3M 0.22%
120,934
-2,081
58
$14.3M 0.22%
64,546
+859
59
$14.1M 0.22%
67,425
60
$14M 0.21%
377,244
+99,834
61
$13.8M 0.21%
267,333
-46,000
62
$13.6M 0.21%
165,250
+1,182
63
$13.5M 0.21%
63,011
-418
64
$13.2M 0.2%
63,488
+36,425
65
$13.1M 0.2%
255,413
+11,859
66
$12.9M 0.2%
336,887
-6,004
67
$12.5M 0.19%
50,632
+389
68
$12.3M 0.19%
89,479
+2,061
69
$12.2M 0.19%
160,167
-3,155
70
$12.1M 0.19%
57,049
-425
71
$12.1M 0.19%
904,650
-1,428,478
72
$11.9M 0.18%
144,556
+6,794
73
$11.8M 0.18%
52,895
-2,526
74
$11.7M 0.18%
443,181
-148,257
75
$10.9M 0.17%
85,231
-2,078
1 2
3
4 5