V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+20.35%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$4.63B
AUM Growth
+$505M
(+12%)
Cap. Flow
-$290M
Cap. Flow
% of AUM
-6.27%
Top 10 Holdings %
Top 10 Hldgs %
56.41%
Holding
794
New
73
Increased
138
Reduced
494
Closed
37
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$17.1M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$9.09M |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$6.24M |
| 4 |
Home Depot
HD
|
$4.93M |
| 5 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$4.55M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$28.4M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$22.2M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$21M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$17.3M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$15.8M |
Sector Composition
| 1 | Technology | 5.91% |
| 2 | Financials | 4.21% |
| 3 | Healthcare | 3.71% |
| 4 | Consumer Staples | 2.83% |
| 5 | Communication Services | 2.62% |
