V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+7.64%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$4.91B
AUM Growth
+$281M
(+6.1%)
Cap. Flow
-$44.3M
Cap. Flow
% of AUM
-0.9%
Top 10 Holdings %
Top 10 Hldgs %
56.39%
Holding
799
New
43
Increased
217
Reduced
387
Closed
63
Top Buys
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$17.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$14.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$9.96M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.77M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$3.27M |
Sector Composition
| 1 | Technology | 6.16% |
| 2 | Financials | 4.48% |
| 3 | Healthcare | 3.7% |
| 4 | Consumer Staples | 2.97% |
| 5 | Consumer Discretionary | 2.79% |
