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
101
$6.3M 0.12%
22,989
+1,006
102
$6.24M 0.12%
22,582
+229
103
$6.13M 0.12%
105,220
-3,492
104
$6.13M 0.12%
155,751
-192
105
$6.07M 0.12%
153,456
+7,098
106
$5.99M 0.12%
63,720
+606
107
$5.87M 0.11%
56,629
+349
108
$5.8M 0.11%
66,926
-1,369
109
$5.51M 0.11%
34,027
+363
110
$5.51M 0.11%
50,728
+305
111
$5.43M 0.11%
32,122
+51
112
$5.37M 0.11%
68,788
-12,512
113
$5.27M 0.1%
91,966
-1,107
114
$5.24M 0.1%
18,181
-134
115
$5.21M 0.1%
73,092
+538
116
$5.15M 0.1%
250,019
+5,176
117
$5.11M 0.1%
47,783
+987
118
$5M 0.1%
38,651
-1,059
119
$4.99M 0.1%
30,932
+336
120
$4.96M 0.1%
25,800
+64
121
$4.85M 0.09%
16,662
-146
122
$4.81M 0.09%
40,699
-2,174
123
$4.78M 0.09%
24,722
+436
124
$4.7M 0.09%
68,044
-718
125
$4.6M 0.09%
78,231
-658
3 4
5
6 7