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Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$37.5M
2
+$9.29M
3
+$8.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.72M
5
CMCSA icon
Comcast
CMCSA
+$4.97M

Top Sells

1
+$16.9M
2
+$8.09M
3
+$7.72M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.98M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.8M

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
801
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-9,295
802
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-4,824
803
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804
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-75,000
805
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-3,792
806
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-10,760
807
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-1,174
808
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-1,702
809
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-1,521
810
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-713
811
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-3,533
812
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-6,078
813
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-8,969
814
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-1,851
815
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-923
816
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817
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818
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819
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-6,641
820
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821
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-7,322
822
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823
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-9,513
824
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825
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