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
126
$5.57M 0.09%
12,624
+1,184
127
$5.54M 0.09%
36,263
-908
128
$5.54M 0.09%
234,247
-2,757
129
$5.53M 0.08%
41,951
-47
130
$5.43M 0.08%
252,131
+2,169
131
$5.34M 0.08%
100,475
-5,539
132
$5.23M 0.08%
24,661
+1,291
133
$5.21M 0.08%
12,546
-157
134
$5.18M 0.08%
46,654
+1,385
135
$5.16M 0.08%
25,494
-2,042
136
$5.14M 0.08%
34,753
+5,893
137
$5.12M 0.08%
26,288
-1,526
138
$5.1M 0.08%
22,883
+602
139
$4.96M 0.08%
10,087
+1,714
140
$4.91M 0.08%
57,033
-3,153
141
$4.82M 0.07%
22,467
+26
142
$4.73M 0.07%
29,177
+347
143
$4.72M 0.07%
46,675
-2,361
144
$4.62M 0.07%
62,752
+850
145
$4.58M 0.07%
54,263
+517
146
$4.53M 0.07%
27,994
+168
147
$4.51M 0.07%
69,933
-1,833
148
$4.49M 0.07%
15,735
+147
149
$4.39M 0.07%
115,833
+111
150
$4.19M 0.06%
74,809
+10
4 5
6
7 8