V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Return
16.27%
This Quarter Return
+8.62%
1 Year Return
+16.27%
3 Year Return
+46.92%
5 Year Return
+59.95%
10 Year Return
+156.88%
AUM
$5.59B
AUM Growth
+$446M
(+8.7%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
55.75%
Holding
905
New
113
Increased
400
Reduced
275
Closed
41
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$18.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.3M |
| 3 |
Tesla
TSLA
|
$10.1M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$7.12M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$6.77M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.9M |
| 2 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
$11.6M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$11.5M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$11.3M |
| 5 |
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% |
