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
$5.03B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.14M
3
+$3.39M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.23M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.56M

Top Sells

1
+$12.5M
2
+$11.8M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.01M

Sector Composition

1 Financials 4.9%
2 Technology 4.39%
3 Healthcare 3.47%
4 Energy 2.99%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$233K ﹤0.01%
4,168
-299
727
$232K ﹤0.01%
4,657
728
$229K ﹤0.01%
1,977
-28
729
$229K ﹤0.01%
2,938
+109
730
$229K ﹤0.01%
+713
731
$229K ﹤0.01%
5,106
+67
732
$228K ﹤0.01%
2,223
-5
733
$226K ﹤0.01%
2,448
734
$226K ﹤0.01%
6,467
-15
735
$225K ﹤0.01%
4,824
736
$224K ﹤0.01%
2,640
737
$221K ﹤0.01%
+10,096
738
$219K ﹤0.01%
7,475
-2,093
739
$218K ﹤0.01%
+2,061
740
$216K ﹤0.01%
4,614
+170
741
$214K ﹤0.01%
+11,612
742
$213K ﹤0.01%
+9,531
743
$212K ﹤0.01%
2,447
-5
744
$212K ﹤0.01%
+1,174
745
$212K ﹤0.01%
2,000
746
$212K ﹤0.01%
+2,540
747
$211K ﹤0.01%
3,892
-4,905
748
$211K ﹤0.01%
1,300
-982
749
$210K ﹤0.01%
+2,023
750
$208K ﹤0.01%
+1,470
28 29
30
31 32