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
876
$142K ﹤0.01%
+10,376
877
$135K ﹤0.01%
+11,585
878
$130K ﹤0.01%
33,092
879
$128K ﹤0.01%
+11,336
880
$122K ﹤0.01%
794
881
$120K ﹤0.01%
1,297
+467
882
$118K ﹤0.01%
+24,836
883
$117K ﹤0.01%
10,718
-1,580
884
$116K ﹤0.01%
1,454
885
$113K ﹤0.01%
3,940
-29
886
$110K ﹤0.01%
20,534
887
$103K ﹤0.01%
25,064
888
$82K ﹤0.01%
5,534
889
$79K ﹤0.01%
+1,000
890
$76K ﹤0.01%
37,245
+26,745
891
$65K ﹤0.01%
15,000
892
$63K ﹤0.01%
3,725
893
$59K ﹤0.01%
10,000
894
$57K ﹤0.01%
43,661
895
$48K ﹤0.01%
+201
896
$42K ﹤0.01%
+702
897
$41K ﹤0.01%
30,000
898
$38K ﹤0.01%
14,500
899
$28K ﹤0.01%
333
900
$20K ﹤0.01%
500
34 35
36
37 38