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
51
$13.8M 0.24%
157,389
+1,013
52
$13.8M 0.24%
62,373
+321
53
$13.5M 0.23%
64,891
+4,577
54
$13.4M 0.23%
50,791
-1,628
55
$13.2M 0.22%
239,829
-2,600
56
$13M 0.22%
128,536
-1,287
57
$12.9M 0.22%
271,688
+5,228
58
$12.7M 0.22%
115,941
+87
59
$12.4M 0.21%
57,885
+2,271
60
$12M 0.21%
476,841
-120,000
61
$11.5M 0.2%
67,488
62
$11.4M 0.2%
75,481
+12,408
63
$11.4M 0.2%
334,264
-154
64
$11.3M 0.19%
87,145
-185
65
$11M 0.19%
60,036
+310
66
$10.6M 0.18%
60,844
+411
67
$10.6M 0.18%
339,240
+19,635
68
$10.4M 0.18%
709,260
+19,000
69
$9.82M 0.17%
36,886
-3,663
70
$9.63M 0.16%
26,312
+172
71
$9.26M 0.16%
29,003
-93
72
$9.2M 0.16%
76,265
-4,205
73
$9.05M 0.15%
66,652
-268
74
$8.92M 0.15%
33,973
+55
75
$8.71M 0.15%
106,486
+19,896
1 2
3
4 5