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
901
$17K ﹤0.01%
10,370
902
$17K ﹤0.01%
1,007
903
$15K ﹤0.01%
523
904
– –
-2,838
905
– –
-4,382
906
– –
-2,643
907
– –
-1,727
908
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-2,299
909
– –
-2,950
910
– –
-6,010
911
– –
-11,998
912
– –
-2,002
913
– –
-1,401
914
– –
-868
915
– –
-1,381
916
– –
-778
917
– –
-473
918
– –
-6,410
919
– –
-13,186
920
– –
0
921
– –
-3,685
922
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-7,754
923
– –
-2,761
924
– –
-1,316
925
– –
-847
35 36
37
38 39