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
726
$188K ﹤0.01%
+10,119
727
$188K ﹤0.01%
30,891
-2,532
728
$164K ﹤0.01%
11,956
+69
729
$159K ﹤0.01%
56,205
730
$151K ﹤0.01%
10,802
731
$148K ﹤0.01%
12,875
-1,951
732
$147K ﹤0.01%
14,548
+1,024
733
$143K ﹤0.01%
+2,540
734
$139K ﹤0.01%
11,987
+1,803
735
$111K ﹤0.01%
12,650
736
$103K ﹤0.01%
22,100
-140
737
$101K ﹤0.01%
10,000
738
$93K ﹤0.01%
+2,290
739
$85K ﹤0.01%
10,173
740
$82K ﹤0.01%
+11,945
741
$74K ﹤0.01%
3,413
742
$69K ﹤0.01%
19,618
743
$69K ﹤0.01%
+2
744
$49K ﹤0.01%
4,900
745
– –
-16,548
746
– –
-27,361
747
– –
-1,218
748
– –
-11,632
749
– –
-3,922
750
– –
-3,795
28 29
30
31 32