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
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$207K ﹤0.01%
4,158
802
$206K ﹤0.01%
+8,446
803
$206K ﹤0.01%
14,181
+824
804
$206K ﹤0.01%
+8,086
805
$205K ﹤0.01%
+5,136
806
$205K ﹤0.01%
20,000
-80,000
807
$205K ﹤0.01%
+4,420
808
$204K ﹤0.01%
+1,414
809
$204K ﹤0.01%
+16,697
810
$204K ﹤0.01%
+4,209
811
$204K ﹤0.01%
+6,242
812
$203K ﹤0.01%
19,000
-76,250
813
$202K ﹤0.01%
+2,285
814
$202K ﹤0.01%
2,207
-226
815
$202K ﹤0.01%
+1,664
816
$202K ﹤0.01%
+1,424
817
$202K ﹤0.01%
13,905
-1,000
818
$202K ﹤0.01%
7,304
+553
819
$202K ﹤0.01%
5,369
-756
820
$201K ﹤0.01%
+1,760
821
$201K ﹤0.01%
+2,689
822
$201K ﹤0.01%
2,874
-310
823
$199K ﹤0.01%
17,221
824
$196K ﹤0.01%
+10,312
825
$193K ﹤0.01%
10,069
-3,402
31 32
33
34 35