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
726
$233K ﹤0.01%
4,657
727
$231K ﹤0.01%
+4,294
728
$229K ﹤0.01%
194
+4
729
$228K ﹤0.01%
9,659
+128
730
$226K ﹤0.01%
4,208
+400
731
$226K ﹤0.01%
3,686
-11
732
$225K ﹤0.01%
7,838
-4,663
733
$225K ﹤0.01%
2,875
734
$220K ﹤0.01%
7,892
-6,285
735
$219K ﹤0.01%
4,163
-778
736
$219K ﹤0.01%
2,500
737
$218K ﹤0.01%
1,917
-60
738
$218K ﹤0.01%
2,428
-20
739
$217K ﹤0.01%
+4,119
740
$217K ﹤0.01%
+6,552
741
$216K ﹤0.01%
6,956
-730
742
$215K ﹤0.01%
1,470
743
$215K ﹤0.01%
2,049
+49
744
$214K ﹤0.01%
+30,853
745
$214K ﹤0.01%
12,194
-1,782
746
$214K ﹤0.01%
14,480
+2,298
747
$213K ﹤0.01%
14,867
+4,771
748
$212K ﹤0.01%
7,031
+238
749
$212K ﹤0.01%
+12,651
750
$211K ﹤0.01%
+11,760
28 29
30
31 32