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
801
$233K ﹤0.01%
5,310
-1,128
802
$233K ﹤0.01%
3,219
803
$230K ﹤0.01%
19,212
+1,868
804
$230K ﹤0.01%
4,425
805
$229K ﹤0.01%
3,371
+3
806
$229K ﹤0.01%
14,905
-15,041
807
$228K ﹤0.01%
7,900
+200
808
$228K ﹤0.01%
2,943
809
$227K ﹤0.01%
+1,145
810
$227K ﹤0.01%
+4,451
811
$227K ﹤0.01%
2,663
+109
812
$227K ﹤0.01%
5,597
-566
813
$226K ﹤0.01%
10,212
+1,000
814
$226K ﹤0.01%
+7,556
815
$226K ﹤0.01%
+4,028
816
$226K ﹤0.01%
2,267
+204
817
$225K ﹤0.01%
3,438
+1,327
818
$224K ﹤0.01%
1,930
-192
819
$224K ﹤0.01%
988
-426
820
$223K ﹤0.01%
+3,301
821
$223K ﹤0.01%
3,603
-535
822
$223K ﹤0.01%
4,534
+636
823
$222K ﹤0.01%
+18,561
824
$221K ﹤0.01%
1,776
-73
825
$221K ﹤0.01%
1,642
+104
31 32
33
34 35