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
126
$4.59M 0.08%
8,955
+76
127
$4.55M 0.08%
53,659
+50,552
128
$4.51M 0.08%
56,643
+2,871
129
$4.49M 0.08%
48,179
+2,082
130
$4.44M 0.08%
59,565
+146
131
$4.4M 0.08%
13,503
+652
132
$4.4M 0.08%
166,614
-4,586
133
$4.37M 0.07%
28,805
-378
134
$4.37M 0.07%
28,504
135
$4.34M 0.07%
117,460
+85,610
136
$4.29M 0.07%
44,101
+2,191
137
$4.27M 0.07%
119,690
+2,779
138
$4.25M 0.07%
42,343
-2,674
139
$4.24M 0.07%
69,933
140
$4.21M 0.07%
28,515
-171
141
$4.13M 0.07%
18,748
+1,715
142
$4.12M 0.07%
59,975
+280
143
$4.06M 0.07%
11,836
+313
144
$4.05M 0.07%
16,548
+4,232
145
$3.91M 0.07%
15,886
-103
146
$3.9M 0.07%
30,098
+1,314
147
$3.85M 0.07%
88,245
+6,577
148
$3.82M 0.07%
25,660
+563
149
$3.8M 0.07%
21,870
+679
150
$3.8M 0.07%
17,938
+2,046
4 5
6
7 8