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
151
$3.78M 0.06%
5,334
+598
152
$3.69M 0.06%
110,862
+537
153
$3.68M 0.06%
47,529
-1,269
154
$3.66M 0.06%
43,918
+693
155
$3.63M 0.06%
33,001
-523
156
$3.61M 0.06%
54,762
+22,033
157
$3.53M 0.06%
40,720
+21,596
158
$3.52M 0.06%
191,213
+39,011
159
$3.48M 0.06%
40,899
-4,554
160
$3.46M 0.06%
75,626
+10,542
161
$3.37M 0.06%
20,361
+743
162
$3.35M 0.06%
139,076
-10,524
163
$3.27M 0.06%
34,072
+953
164
$3.22M 0.06%
45,029
+7,431
165
$3.12M 0.05%
36,297
+3,702
166
$3.11M 0.05%
41,924
+3,194
167
$3.07M 0.05%
26,370
+6
168
$3.02M 0.05%
51,419
+1,418
169
$3.02M 0.05%
26,786
+7,754
170
$3M 0.05%
9,058
-300
171
$2.98M 0.05%
34,608
+11,575
172
$2.95M 0.05%
5,409
+229
173
$2.93M 0.05%
56,627
+42,594
174
$2.91M 0.05%
43,679
-258
175
$2.91M 0.05%
15,271
-309
5 6
7
8 9