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
101
$6.02M 0.1%
303,428
+42,052
102
$6.01M 0.1%
179,483
-114
103
$6M 0.1%
25,493
-3,289
104
$5.86M 0.1%
17,417
+824
105
$5.86M 0.1%
48,696
-5,573
106
$5.83M 0.1%
114,004
+13,546
107
$5.64M 0.1%
11,594
-653
108
$5.6M 0.1%
33,032
109
$5.55M 0.09%
16,427
-333
110
$5.27M 0.09%
19,765
+471
111
$5.27M 0.09%
73,183
+1,499
112
$5.26M 0.09%
24,565
-867
113
$5.16M 0.09%
130,929
+9,415
114
$5.08M 0.09%
386,097
+1,663
115
$5.08M 0.09%
43,009
-783
116
$5.06M 0.09%
11,808
+150
117
$5.06M 0.09%
100,429
-787
118
$4.94M 0.08%
232,214
-15,812
119
$4.85M 0.08%
74,865
-1,180
120
$4.83M 0.08%
14,417
+327
121
$4.76M 0.08%
63,843
+355
122
$4.7M 0.08%
+86,297
123
$4.65M 0.08%
71,145
-1,160
124
$4.64M 0.08%
104,904
+43,417
125
$4.63M 0.08%
23,251
+948
3 4
5
6 7