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
751
$211K ﹤0.01%
+7,223
752
$211K ﹤0.01%
12,442
753
$210K ﹤0.01%
+2,527
754
$210K ﹤0.01%
+4,631
755
$207K ﹤0.01%
7,169
+44
756
$206K ﹤0.01%
2,810
757
$205K ﹤0.01%
1,347
-344
758
$205K ﹤0.01%
16,435
+4,462
759
$204K ﹤0.01%
55
-23
760
$204K ﹤0.01%
8,214
-978
761
$203K ﹤0.01%
+10,297
762
$202K ﹤0.01%
+1,602
763
$200K ﹤0.01%
1,634
-250
764
$178K ﹤0.01%
12,400
765
$167K ﹤0.01%
18,405
766
$157K ﹤0.01%
10,941
-168
767
$157K ﹤0.01%
3,208
-28
768
$154K ﹤0.01%
11,047
+965
769
$148K ﹤0.01%
13,988
+756
770
$147K ﹤0.01%
12,676
+1,358
771
$145K ﹤0.01%
12,650
772
$135K ﹤0.01%
10,145
-130
773
$132K ﹤0.01%
+12,889
774
$132K ﹤0.01%
7,062
-11,856
775
$130K ﹤0.01%
13,735
+2,019
29 30
31
32 33