V
Veritable Portfolio holdings
AUM
$6.17B
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
+$5.54B
(-15%)
Cap. Flow
+$59.4M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
55.43%
Holding
985
New
81
Increased
498
Reduced
239
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
Sector Composition
| 1 | Technology | 6.09% |
| 2 | Financials | 4.77% |
| 3 | Healthcare | 4.07% |
| 4 | Consumer Staples | 3% |
| 5 | Communication Services | 2.49% |
