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
101
$7.15M 0.11%
156,939
+3,972
102
$7.13M 0.11%
139,894
+11,052
103
$7.09M 0.11%
21,038
-378
104
$7.03M 0.11%
77,292
-1,746
105
$6.96M 0.11%
55,901
+2,659
106
$6.8M 0.1%
68,049
-3,136
107
$6.75M 0.1%
149,462
+96,614
108
$6.74M 0.1%
107,040
-4,070
109
$6.63M 0.1%
50,974
+7,547
110
$6.63M 0.1%
29,120
-987
111
$6.57M 0.1%
61,361
-9,204
112
$6.54M 0.1%
62,283
+35,960
113
$6.51M 0.1%
63,164
-215
114
$6.37M 0.1%
34,046
+172
115
$6.32M 0.1%
127,338
+5,139
116
$6.27M 0.1%
207,310
117
$6M 0.09%
196,893
-271
118
$6M 0.09%
394,459
+164,140
119
$5.98M 0.09%
33,090
+14,753
120
$5.93M 0.09%
14,461
+1,726
121
$5.77M 0.09%
81,985
+20,170
122
$5.76M 0.09%
77,635
+19,890
123
$5.68M 0.09%
74,824
+10,601
124
$5.66M 0.09%
48,946
+2,339
125
$5.57M 0.09%
46,088
3 4
5
6 7