V
Veritable Portfolio holdings
AUM
$6.17B
This Quarter Return
+13.2%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$4.96B
AUM Growth
+$4.96B
(+13%)
Cap. Flow
+$24.8M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
52.34%
Holding
826
New
62
Increased
388
Reduced
257
Closed
33
Top Buys
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
$40.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$9.12M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$6.06M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.37M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$2.84M |
Top Sells
Sector Composition
| 1 | Financials | 4.69% |
| 2 | Technology | 4.34% |
| 3 | Healthcare | 3.53% |
| 4 | Energy | 3.28% |
| 5 | Consumer Staples | 2.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Cboe Global Markets
CBOE
$24.6B
| – | – |
-2,151
| Closed | -$210K |
|