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
751
$232K ﹤0.01%
7,276
-2,077
752
$231K ﹤0.01%
+3,502
753
$231K ﹤0.01%
+3,565
754
$230K ﹤0.01%
+3,626
755
$229K ﹤0.01%
6,180
-527
756
$229K ﹤0.01%
5,714
+648
757
$228K ﹤0.01%
8,450
758
$227K ﹤0.01%
+4,785
759
$226K ﹤0.01%
+2,781
760
$226K ﹤0.01%
14,034
+1,922
761
$226K ﹤0.01%
+6,576
762
$226K ﹤0.01%
7,869
-2,073
763
$225K ﹤0.01%
+35,000
764
$225K ﹤0.01%
+3,916
765
$225K ﹤0.01%
+20,000
766
$225K ﹤0.01%
6,218
-100
767
$225K ﹤0.01%
+2,280
768
$224K ﹤0.01%
2,988
-570
769
$224K ﹤0.01%
2,841
770
$222K ﹤0.01%
+17,537
771
$220K ﹤0.01%
3,743
-735
772
$220K ﹤0.01%
+2,029
773
$219K ﹤0.01%
1,129
-91
774
$219K ﹤0.01%
1,379
-22
775
$218K ﹤0.01%
+4,638
29 30
31
32 33