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
826
$192K ﹤0.01%
11,375
+1,063
827
$189K ﹤0.01%
17,539
+4,664
828
$182K ﹤0.01%
+25,000
829
$182K ﹤0.01%
16,336
+4,096
830
$176K ﹤0.01%
15,700
831
$170K ﹤0.01%
+13,000
832
$166K ﹤0.01%
2,836
-222
833
$166K ﹤0.01%
+35,000
834
$165K ﹤0.01%
+17,600
835
$161K ﹤0.01%
6,073
+5,550
836
$158K ﹤0.01%
53,416
837
$157K ﹤0.01%
13,369
838
$141K ﹤0.01%
10,305
-834
839
$138K ﹤0.01%
10,528
-15,207
840
$137K ﹤0.01%
+12,514
841
$121K ﹤0.01%
22,748
842
$109K ﹤0.01%
68,224
843
$108K ﹤0.01%
19,821
+75
844
$97.5K ﹤0.01%
9,468
845
$93K ﹤0.01%
13,793
-1,160
846
$91.5K ﹤0.01%
10,400
847
$89.3K ﹤0.01%
+13,699
848
$89.1K ﹤0.01%
+10,409
849
$88.2K ﹤0.01%
+3,418
850
$83.5K ﹤0.01%
+12,469
32 33
34
35 36