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
851
$206K ﹤0.01%
3,963
852
$206K ﹤0.01%
3,291
-1,497
853
$205K ﹤0.01%
+422
854
$205K ﹤0.01%
6,494
+560
855
$205K ﹤0.01%
7,012
-274
856
$204K ﹤0.01%
2,923
+228
857
$204K ﹤0.01%
+3,970
858
$202K ﹤0.01%
+1,768
859
$201K ﹤0.01%
2,694
-519
860
$201K ﹤0.01%
+1,098
861
$199K ﹤0.01%
21,000
862
$197K ﹤0.01%
15,700
863
$195K ﹤0.01%
22,748
-3,000
864
$194K ﹤0.01%
20,983
-22,455
865
$184K ﹤0.01%
15,200
866
$182K ﹤0.01%
2,745
-966
867
$179K ﹤0.01%
3,067
868
$169K ﹤0.01%
+68,224
869
$167K ﹤0.01%
+13,986
870
$164K ﹤0.01%
10,400
871
$164K ﹤0.01%
4,355
872
$155K ﹤0.01%
+18,250
873
$145K ﹤0.01%
+40,640
874
$144K ﹤0.01%
13,369
+1
875
$144K ﹤0.01%
100,600
+50,300
33 34
35
36 37