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
$6.5B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$8.29M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.04M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.55M

Top Sells

1
+$19.1M
2
+$9.82M
3
+$4.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.38M

Sector Composition

1 Technology 6.38%
2 Financials 4.9%
3 Healthcare 3.45%
4 Consumer Staples 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$294K ﹤0.01%
9,338
+314
727
$294K ﹤0.01%
9,468
728
$293K ﹤0.01%
1,556
+71
729
$290K ﹤0.01%
2,188
+130
730
$290K ﹤0.01%
2,556
-1,440
731
$289K ﹤0.01%
2,153
+128
732
$286K ﹤0.01%
1,643
-1,724
733
$286K ﹤0.01%
2,046
-3
734
$285K ﹤0.01%
4,544
+393
735
$285K ﹤0.01%
802
+12
736
$283K ﹤0.01%
11,375
+917
737
$281K ﹤0.01%
3,265
+862
738
$281K ﹤0.01%
+11,630
739
$281K ﹤0.01%
3,355
+31
740
$280K ﹤0.01%
20,027
+10,870
741
$279K ﹤0.01%
1,146
+324
742
$279K ﹤0.01%
4,770
-58
743
$276K ﹤0.01%
1,493
-154
744
$274K ﹤0.01%
7,516
+715
745
$273K ﹤0.01%
1,591
+161
746
$273K ﹤0.01%
2,432
+104
747
$271K ﹤0.01%
1,224
+20
748
$270K ﹤0.01%
5,501
+708
749
$270K ﹤0.01%
7,043
+137
750
$269K ﹤0.01%
10,383
+318
28 29
30
31 32