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
101
$6.38M 0.15%
139,918
+29,550
102
$6.25M 0.14%
201,290
+10,409
103
$6.18M 0.14%
138,383
-2,462
104
$6.05M 0.14%
21,796
+366
105
$6.05M 0.14%
146,088
-6,883
106
$6.02M 0.14%
109,539
+469
107
$5.99M 0.14%
35,501
-6,904
108
$5.84M 0.13%
49,117
-11,745
109
$5.33M 0.12%
79,613
+1,097
110
$5.08M 0.12%
29,522
+3,508
111
$5.04M 0.11%
102,988
+19,643
112
$4.95M 0.11%
112,660
+3,020
113
$4.94M 0.11%
45,356
+7,473
114
$4.75M 0.11%
121,375
-6,485
115
$4.71M 0.11%
92,119
+340
116
$4.67M 0.11%
46,564
+11
117
$4.64M 0.11%
183,894
+1,656
118
$4.55M 0.1%
50,247
+812
119
$4.52M 0.1%
27,950
+1,699
120
$4.51M 0.1%
58,869
-159
121
$4.46M 0.1%
55,473
+15,162
122
$4.44M 0.1%
22,432
+582
123
$4.34M 0.1%
122,152
124
$4.33M 0.1%
52,639
+1,560
125
$4.33M 0.1%
82,696
+957
3 4
5
6 7