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
151
$3.31M 0.08%
105,145
152
$3.31M 0.08%
59,886
-1,111
153
$3.29M 0.08%
1,761
+23
154
$3.29M 0.08%
42,190
+12
155
$3.26M 0.07%
26,322
-181
156
$3.23M 0.07%
60,124
-47
157
$3.22M 0.07%
14,805
-764
158
$3.12M 0.07%
173,762
159
$3.08M 0.07%
71,665
+3,284
160
$3.08M 0.07%
30,037
+1,095
161
$3.06M 0.07%
39,099
+317
162
$2.99M 0.07%
32,156
163
$2.98M 0.07%
825,080
+43,560
164
$2.97M 0.07%
27,659
+588
165
$2.96M 0.07%
38,167
+1,721
166
$2.96M 0.07%
91,892
-9,923
167
$2.96M 0.07%
29,473
+126
168
$2.93M 0.07%
23,020
+933
169
$2.91M 0.07%
44,798
-402
170
$2.91M 0.07%
11,955
+1,317
171
$2.86M 0.07%
17,894
+1,103
172
$2.85M 0.07%
122,480
+26,640
173
$2.85M 0.07%
108,442
+6,437
174
$2.84M 0.06%
12,795
+32
175
$2.84M 0.06%
54,232
-1,057
5 6
7
8 9