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
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$249K ﹤0.01%
2,435
-99
727
$247K ﹤0.01%
+4,953
728
$247K ﹤0.01%
4,113
-493
729
$247K ﹤0.01%
+10,273
730
$247K ﹤0.01%
770
-7
731
$246K ﹤0.01%
3,715
+230
732
$244K ﹤0.01%
13,403
+978
733
$243K ﹤0.01%
3,303
-1,748
734
$242K ﹤0.01%
+2,241
735
$242K ﹤0.01%
+3,776
736
$242K ﹤0.01%
+6,113
737
$241K ﹤0.01%
+8,387
738
$240K ﹤0.01%
+1,505
739
$239K ﹤0.01%
+4,981
740
$239K ﹤0.01%
37,620
+8,885
741
$239K ﹤0.01%
+2,296
742
$238K ﹤0.01%
21,356
+1,377
743
$237K ﹤0.01%
+3,836
744
$236K ﹤0.01%
+2,194
745
$235K ﹤0.01%
+1,099
746
$234K ﹤0.01%
2,680
-177
747
$234K ﹤0.01%
+1,409
748
$233K ﹤0.01%
+11,712
749
$232K ﹤0.01%
+1,569
750
$232K ﹤0.01%
1,800
+315
28 29
30
31 32