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
126
$4.3M 0.1%
33,662
+859
127
$4.28M 0.1%
29,896
+4,982
128
$4.19M 0.1%
78,073
+28,508
129
$4.11M 0.09%
94,416
+479
130
$4.11M 0.09%
69,644
+2,857
131
$4.08M 0.09%
45,991
+1,666
132
$4.01M 0.09%
286,818
+48,078
133
$3.95M 0.09%
191,184
134
$3.93M 0.09%
55,508
-7,260
135
$3.92M 0.09%
24,189
+18
136
$3.9M 0.09%
30,240
-245
137
$3.82M 0.09%
87,094
+889
138
$3.67M 0.08%
49,475
+1,349
139
$3.61M 0.08%
42,854
-101
140
$3.57M 0.08%
66,094
-400
141
$3.56M 0.08%
32,175
-1,241
142
$3.54M 0.08%
83,144
143
$3.47M 0.08%
24,547
+3,233
144
$3.42M 0.08%
45,668
+10,053
145
$3.41M 0.08%
79,002
-460
146
$3.41M 0.08%
94,394
+15,370
147
$3.39M 0.08%
40,284
-250
148
$3.37M 0.08%
57,831
+1,419
149
$3.37M 0.08%
15,120
-31
150
$3.34M 0.08%
19,152
+4,668
4 5
6
7 8