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
76
$10.5M 0.16%
63,073
-316
77
$9.91M 0.15%
36,282
+216
78
$9.77M 0.15%
237,029
+3,981
79
$9.73M 0.15%
196,257
+8,673
80
$9.28M 0.14%
196,823
+36,265
81
$9.27M 0.14%
16,089
+272
82
$9.19M 0.14%
67,086
-2,223
83
$9.14M 0.14%
100,528
-42
84
$8.87M 0.14%
131,144
+16,890
85
$8.39M 0.13%
34,685
+4,333
86
$8.35M 0.13%
18,326
+441
87
$8.29M 0.13%
61,618
+2,537
88
$8.18M 0.13%
160,906
89
$7.88M 0.12%
107,856
+1,045
90
$7.86M 0.12%
79,349
-1,716
91
$7.78M 0.12%
13,169
+173
92
$7.76M 0.12%
37,237
+1
93
$7.73M 0.12%
91,204
+1,591
94
$7.68M 0.12%
41,883
+1,662
95
$7.55M 0.12%
73,295
-605
96
$7.4M 0.11%
139,359
+23,715
97
$7.33M 0.11%
19,050
+369
98
$7.28M 0.11%
27,995
+38
99
$7.21M 0.11%
87,088
+583
100
$7.17M 0.11%
25,028
-152
2 3
4
5 6