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
$5.15B
AUM Growth
-$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$15.4M
3
+$8.39M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$8.14M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$7.68M

Top Sells

1
+$30.8M
2
+$12.4M
3
+$9.12M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$6.88M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.32M

Sector Composition

1 Technology 5.64%
2 Financials 4.41%
3 Healthcare 3.59%
4 Consumer Staples 2.79%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.11M 0.16%
66,920
+12
77
$7.95M 0.15%
152,797
-807
78
$7.79M 0.15%
16,504
+259
79
$7.64M 0.15%
33,918
-2,148
80
$7.41M 0.14%
94,484
-34
81
$7.36M 0.14%
54,269
-1,421
82
$7.12M 0.14%
+384,744
83
$7.08M 0.14%
234,304
-7,496
84
$6.96M 0.14%
79,188
+65,752
85
$6.83M 0.13%
30,186
-569
86
$6.73M 0.13%
174,501
+10,130
87
$6.71M 0.13%
160,398
-12,318
88
$6.59M 0.13%
28,782
-55
89
$6.53M 0.13%
79,754
+373
90
$6.43M 0.12%
86,590
+9,870
91
$6.34M 0.12%
12,493
-1,126
92
$6.11M 0.12%
137,769
-7,516
93
$6.04M 0.12%
50,793
-673
94
$6.03M 0.12%
36,891
95
$5.86M 0.11%
139,664
+1,520
96
$5.85M 0.11%
57,561
97
$5.84M 0.11%
135,162
+6,159
98
$5.83M 0.11%
70,400
+9
99
$5.79M 0.11%
29,698
-2,161
100
$5.77M 0.11%
37,252
-1,172
2 3
4
5 6