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
776
$251K ﹤0.01%
+7,283
777
$249K ﹤0.01%
7,704
+606
778
$248K ﹤0.01%
+1,094
779
$248K ﹤0.01%
6,229
-1,292
780
$247K ﹤0.01%
3,279
+42
781
$247K ﹤0.01%
+1,693
782
$246K ﹤0.01%
13,357
783
$245K ﹤0.01%
998
+32
784
$244K ﹤0.01%
+3,355
785
$243K ﹤0.01%
4,550
786
$242K ﹤0.01%
2,860
787
$242K ﹤0.01%
+3,595
788
$241K ﹤0.01%
7,855
+176
789
$240K ﹤0.01%
+2,900
790
$239K ﹤0.01%
3,764
-170
791
$239K ﹤0.01%
3,930
792
$239K ﹤0.01%
4,170
+258
793
$239K ﹤0.01%
110,249
794
$238K ﹤0.01%
3,134
795
$237K ﹤0.01%
8,506
+495
796
$237K ﹤0.01%
3,427
+708
797
$236K ﹤0.01%
3,233
+209
798
$236K ﹤0.01%
9,401
+387
799
$236K ﹤0.01%
1,683
+39
800
$235K ﹤0.01%
2,280
-48
30 31
32
33 34