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
851
$77.5K ﹤0.01%
+12,543
852
$65.3K ﹤0.01%
11,167
-2,797
853
$54K ﹤0.01%
240,000
854
$46.3K ﹤0.01%
1,297
855
$45.9K ﹤0.01%
30,000
856
$40.9K ﹤0.01%
10,000
857
$36.3K ﹤0.01%
24,836
858
$26.7K ﹤0.01%
+23,824
859
$25.2K ﹤0.01%
1,262
860
$14.3K ﹤0.01%
+2,377
861
$12.5K ﹤0.01%
421
862
$10.3K ﹤0.01%
500
863
$2.38K ﹤0.01%
333
864
– –
-1,773
865
– –
-3,543
866
– –
-13,381
867
– –
-14,500
868
– –
-10,027
869
– –
-110,249
870
– –
-8,614
871
– –
-7,330
872
– –
-9,789
873
– –
-3,675
874
– –
-8,017
875
– –
-10,000
33 34
35
36 37