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
$5.59B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$10.3M
3
+$10.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.12M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.77M

Top Sells

1
+$18.9M
2
+$11.6M
3
+$11.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.33M

Sector Composition

1 Technology 5.4%
2 Financials 4.72%
3 Healthcare 3.78%
4 Consumer Staples 2.91%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.11M 0.14%
80,366
+612
77
$8.05M 0.14%
273,150
+47,390
78
$7.92M 0.14%
239,095
+4,791
79
$7.73M 0.13%
16,939
+435
80
$7.7M 0.13%
54,630
+3,837
81
$7.58M 0.13%
84,208
+5,020
82
$7.37M 0.13%
88,170
-6,314
83
$7.33M 0.13%
159,971
-427
84
$7.24M 0.12%
160,984
+21,320
85
$7.1M 0.12%
12,892
+399
86
$7.09M 0.12%
81,664
-5,205
87
$7.09M 0.12%
29,684
-502
88
$6.9M 0.12%
70,210
-190
89
$6.62M 0.11%
54,621
-2,940
90
$6.54M 0.11%
153,896
-20,605
91
$6.45M 0.11%
78,855
-1,896
92
$6.45M 0.11%
136,374
+1,212
93
$6.41M 0.11%
747,627
+362,883
94
$6.38M 0.11%
36,611
-280
95
$6.23M 0.11%
62,827
-4,342
96
$6.21M 0.11%
25,915
+3,872
97
$6.16M 0.11%
52,658
-2,333
98
$6.16M 0.11%
37,262
+10
99
$6.11M 0.1%
29,491
-207
100
$6.08M 0.1%
108,820
+12,970
2 3
4
5 6