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
$5.1B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$37.7M
2
+$9.21M
3
+$8.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.76M
5
CMCSA icon
Comcast
CMCSA
+$5.06M

Top Sells

1
+$17M
2
+$8.09M
3
+$7.77M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.99M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.84M

Sector Composition

1 Financials 4.97%
2 Technology 4.52%
3 Healthcare 3.34%
4 Consumer Staples 2.95%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.27M 0.18%
139,845
+462
77
$9.18M 0.18%
152,009
+1,601
78
$9.03M 0.18%
100,237
-928
79
$8.99M 0.18%
47,627
-2,183
80
$8.9M 0.17%
305,091
+9,291
81
$8.89M 0.17%
175,377
+2,924
82
$8.61M 0.17%
113,662
-1,383
83
$8.25M 0.16%
106,227
+2,172
84
$8.19M 0.16%
21,517
+32
85
$8.11M 0.16%
109,929
+21,981
86
$8.02M 0.16%
133,629
+13,586
87
$7.87M 0.15%
59,869
-77
88
$7.86M 0.15%
40,760
-450
89
$7.83M 0.15%
598,714
-2,697
90
$7.69M 0.15%
64,412
-1,025
91
$7.68M 0.15%
165,201
+5,885
92
$7.47M 0.15%
131,089
+2,199
93
$7.3M 0.14%
131,963
+63
94
$7.1M 0.14%
51,655
+648
95
$6.89M 0.13%
39,648
+327
96
$6.86M 0.13%
124,674
+1,177
97
$6.44M 0.13%
46,352
-4,232
98
$6.43M 0.13%
62,836
+659
99
$6.43M 0.13%
104,713
+16,336
100
$6.37M 0.12%
181,661
-1,404
2 3
4
5 6