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
151
$3.46M 0.07%
42,685
-940
152
$3.39M 0.07%
45,629
-2,534
153
$3.38M 0.07%
61,132
+946
154
$3.35M 0.07%
39,292
+2,295
155
$3.31M 0.06%
27,619
-73
156
$3.28M 0.06%
26,335
+521
157
$3.26M 0.06%
31,135
+433
158
$3.23M 0.06%
14,939
-270
159
$3.17M 0.06%
62,132
160
$3.14M 0.06%
65,979
-2,699
161
$3.13M 0.06%
21,086
+1,835
162
$3.13M 0.06%
24,767
-1,420
163
$3.09M 0.06%
19,450
+1,756
164
$3.09M 0.06%
31,128
+648
165
$3.08M 0.06%
17,137
-498
166
$3.07M 0.06%
15,669
-36
167
$2.96M 0.06%
46,990
+157
168
$2.92M 0.06%
104,366
+257
169
$2.92M 0.06%
10,921
+266
170
$2.88M 0.06%
39,232
+615
171
$2.85M 0.06%
47,151
-1,384
172
$2.81M 0.05%
21,155
+8,695
173
$2.8M 0.05%
12,635
-35
174
$2.79M 0.05%
56,001
-918
175
$2.77M 0.05%
44,191
+4,879
5 6
7
8 9