V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
-14.76%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$5.54B
AUM Growth
-$960M
(-15%)
Cap. Flow
+$33.6M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
55.43%
Holding
985
New
79
Increased
495
Reduced
241
Closed
79
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
+$10.8M |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
+$7.69M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$7.51M |
| 4 |
AbbVie
ABBV
|
+$6.72M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$5.68M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$6.94M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$6.45M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$6.35M |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
+$5.93M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$4.69M |
Sector Composition
| 1 | Technology | 6.09% |
| 2 | Financials | 4.77% |
| 3 | Healthcare | 4.07% |
| 4 | Consumer Staples | 3% |
| 5 | Communication Services | 2.49% |
