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
751
$268K ﹤0.01%
15,965
-2,066
752
$266K ﹤0.01%
+3,546
753
$266K ﹤0.01%
3,214
+188
754
$266K ﹤0.01%
3,360
+154
755
$265K ﹤0.01%
3,951
+84
756
$264K ﹤0.01%
+3,285
757
$264K ﹤0.01%
12,479
-830
758
$262K ﹤0.01%
2,437
+15
759
$262K ﹤0.01%
1,577
+79
760
$262K ﹤0.01%
1,729
+153
761
$262K ﹤0.01%
1,017
+17
762
$262K ﹤0.01%
+2,841
763
$262K ﹤0.01%
17,402
+356
764
$261K ﹤0.01%
6,493
+590
765
$260K ﹤0.01%
7,444
+560
766
$258K ﹤0.01%
1,077
+23
767
$258K ﹤0.01%
9,045
-228
768
$257K ﹤0.01%
2,245
+180
769
$257K ﹤0.01%
+2,066
770
$257K ﹤0.01%
4,602
771
$257K ﹤0.01%
1,774
+56
772
$256K ﹤0.01%
5,517
773
$256K ﹤0.01%
4,785
774
$253K ﹤0.01%
+299
775
$252K ﹤0.01%
1,507
-433
29 30
31
32 33