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
776
$130K ﹤0.01%
14,748
777
$122K ﹤0.01%
243
-47
778
$119K ﹤0.01%
+11,155
779
$104K ﹤0.01%
4,321
-244
780
$103K ﹤0.01%
+6,738
781
$101K ﹤0.01%
11,604
+661
782
$100K ﹤0.01%
16,127
+153
783
$94K ﹤0.01%
10,010
784
$76K ﹤0.01%
13,110
+1,170
785
$70K ﹤0.01%
13,529
+107
786
$64K ﹤0.01%
16,554
+2,257
787
$55K ﹤0.01%
20,858
-442
788
$51K ﹤0.01%
57,732
789
$50K ﹤0.01%
11,353
+375
790
$44K ﹤0.01%
952
+476
791
$43K ﹤0.01%
1,139
+139
792
$43K ﹤0.01%
56,205
793
$40K ﹤0.01%
+11,902
794
$39K ﹤0.01%
+25,000
795
$18K ﹤0.01%
20,000
796
$11K ﹤0.01%
3
797
– –
-19,107
798
– –
-8,969
799
– –
-6,641
800
– –
-2,666
30 31
32
33 34