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
$4.32B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.47M
3
+$6.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.55M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.64M

Top Sells

1
+$10.1M
2
+$9.05M
3
+$4.53M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.22M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.38M

Sector Composition

1 Financials 5.3%
2 Healthcare 4.27%
3 Energy 4.23%
4 Technology 3.87%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.61M 0.22%
415,061
+11,136
77
$9.34M 0.21%
384,870
+13,314
78
$9.06M 0.21%
59,151
+1,196
79
$9.05M 0.21%
443,720
+415,655
80
$8.95M 0.2%
97,469
+693
81
$8.36M 0.19%
70,231
+246
82
$8.2M 0.19%
124,567
-7,822
83
$8.08M 0.18%
188,302
+5,499
84
$7.9M 0.18%
179,708
+317
85
$7.79M 0.18%
42,012
+6,454
86
$7.65M 0.17%
81,575
+10,494
87
$7.55M 0.17%
150,530
+3,284
88
$7.52M 0.17%
148,818
-670
89
$7.33M 0.17%
132,588
-311
90
$7.23M 0.16%
139,200
+13,874
91
$7.22M 0.16%
148,612
-4,201
92
$7.21M 0.16%
292,973
-4,730
93
$6.85M 0.16%
49,778
-1,918
94
$6.81M 0.16%
82,401
-1,033
95
$6.79M 0.15%
135,730
+2,768
96
$6.61M 0.15%
50,885
+4,613
97
$6.58M 0.15%
61,587
+631
98
$6.55M 0.15%
187,064
+9,652
99
$6.51M 0.15%
96,448
-395
100
$6.45M 0.15%
121,325
+8,103
2 3
4
5 6