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
126
$4.52M 0.09%
35,302
+199
127
$4.42M 0.09%
204,855
+1,200
128
$4.4M 0.09%
191,184
129
$4.39M 0.09%
19,856
-236
130
$4.25M 0.08%
38,655
-283
131
$4.22M 0.08%
137,986
+674
132
$4.18M 0.08%
2,128
+22
133
$4.14M 0.08%
101,261
-17,454
134
$4.12M 0.08%
16,812
+167
135
$4.09M 0.08%
73,300
+2,836
136
$4.05M 0.08%
54,189
+690
137
$3.95M 0.08%
167,094
-1,697
138
$3.95M 0.08%
190,512
-817
139
$3.95M 0.08%
138,879
-19
140
$3.91M 0.08%
78,940
141
$3.81M 0.07%
43,123
+586
142
$3.69M 0.07%
14,934
-269
143
$3.67M 0.07%
843,840
+3,000
144
$3.63M 0.07%
9,304
-62
145
$3.58M 0.07%
85,708
-1,612
146
$3.55M 0.07%
77,716
-17,612
147
$3.55M 0.07%
31,766
+574
148
$3.53M 0.07%
18,241
+663
149
$3.52M 0.07%
22,473
-69
150
$3.5M 0.07%
45,864
-3,462
4 5
6
7 8