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
826
$221K ﹤0.01%
395
+39
827
$220K ﹤0.01%
+2,057
828
$219K ﹤0.01%
5,750
829
$218K ﹤0.01%
1,836
+12
830
$218K ﹤0.01%
715
831
$217K ﹤0.01%
1,383
-103
832
$216K ﹤0.01%
1,178
+158
833
$216K ﹤0.01%
2,082
-690
834
$216K ﹤0.01%
708
-271
835
$215K ﹤0.01%
4,158
836
$215K ﹤0.01%
3,025
837
$214K ﹤0.01%
4,926
+237
838
$213K ﹤0.01%
2,694
-184
839
$213K ﹤0.01%
+6,084
840
$213K ﹤0.01%
9,769
841
$212K ﹤0.01%
16,318
+57
842
$212K ﹤0.01%
13,047
+203
843
$211K ﹤0.01%
+5,869
844
$211K ﹤0.01%
5,780
845
$211K ﹤0.01%
13,876
+874
846
$210K ﹤0.01%
16,805
-3,754
847
$209K ﹤0.01%
859
-126
848
$207K ﹤0.01%
1,139
+16
849
$207K ﹤0.01%
4,559
-18
850
$207K ﹤0.01%
+5,122
32 33
34
35 36