V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+7.59%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$5.42B
AUM Growth
+$325M
(+6.4%)
Cap. Flow
-$44.3M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
52.81%
Holding
843
New
47
Increased
413
Reduced
267
Closed
34
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$9.38M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$6.35M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$6.32M |
| 4 |
iShares MSCI United Kingdom ETF
EWU
|
$5.14M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.16M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$20.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$15.4M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$14.8M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$8.06M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$6.64M |
Sector Composition
| 1 | Financials | 5.06% |
| 2 | Technology | 4.95% |
| 3 | Healthcare | 3.54% |
| 4 | Consumer Staples | 2.81% |
| 5 | Energy | 2.63% |
