V
Veritable Portfolio holdings
AUM
$6.17B
1-Year Est. Return
16.27%
1 Year Est. Return
+16.27%
AUM
$5.82B
AUM Growth
+$229M
(+4.1%)
Holding
926
Top Buys
| 1 | +$14.9M | |
| 2 | +$8.62M | |
| 3 | +$8.35M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$7M |
| 5 |
Schwab International Dividend Equity ETF
SCHY
|
+$6.99M |
Top Sells
| 1 | +$22.1M | |
| 2 | +$16.4M | |
| 3 | +$13.7M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$9.95M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.04M |
Sector Composition
| 1 | Technology | 6.29% |
| 2 | Financials | 4.43% |
| 3 | Healthcare | 3.37% |
| 4 | Consumer Staples | 2.75% |
| 5 | Consumer Discretionary | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
AT&T
T
$183B
| $3.79M | 0.06% |
197,115
+5,902
|
|
||
152
Salesforce
CRM
$222B
| $3.77M | 0.06% |
18,890
+1,758
|
|
||
153
Marathon Petroleum
MPC
$59B
| $3.71M | 0.06% |
27,499
+1,129
|
|
||
154
American Tower
AMT
$82.5B
| $3.66M | 0.06% |
17,914
-24
|
|
||
155
EOG Resources
EOG
$59.5B
| $3.63M | 0.06% |
31,686
+1,588
|
|
||
156
Booking.com
BKNG
$158B
| $3.61M | 0.06% |
1,362
+36
|
|
||
157
Enterprise Products Partners
EPD
$70.4B
| $3.6M | 0.06% |
139,076
|
|
||
158
Morgan Stanley
MS
$268B
| $3.58M | 0.06% |
40,825
-74
|
|
||
159
Lam Research
LRCX
$194B
| $3.51M | 0.06% |
66,200
+5,690
|
|
||
|
IPG
160
DELISTED
Interpublic Group of Companies
IPG
| $3.48M | 0.06% |
93,561
-17,301
|
|
||
161
3M
MMM
$90.6B
| $3.48M | 0.06% |
39,553
-2,790
|
|
||
162
Blackrock
BLK
$161B
| $3.46M | 0.06% |
5,173
-161
|
|
||
163
CVS Health
CVS
$100B
| $3.44M | 0.06% |
46,295
-1,884
|
|
||
164
Analog Devices
ADI
$130B
| $3.42M | 0.06% |
17,351
+147
|
|
||
165
Prologis
PLD
$120B
| $3.4M | 0.06% |
27,255
+469
|
|
||
166
Marsh & McLennan
MMC
$90.1B
| $3.37M | 0.06% |
20,247
-114
|
|
||
167
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.09B
| $3.36M | 0.06% |
44,150
+2,226
|
|
||
168
Boeing
BA
$142B
| $3.27M | 0.05% |
15,388
+117
|
|
||
169
Corteva
CTVA
$45B
| $3.21M | 0.05% |
53,299
+1,880
|
|
||
170
Medtronic
MDT
$132B
| $3.2M | 0.05% |
39,749
+3,723
|
|
||
171
Intuit
INTU
$176B
| $3.19M | 0.05% |
7,150
+490
|
|
||
172
Altria Group
MO
$99.3B
| $3.19M | 0.05% |
71,436
-4,190
|
|
||
173
US Bancorp
USB
$76.8B
| $3.16M | 0.05% |
87,733
-512
|
|
||
174
Vanguard Total International Stock ETF
VXUS
$111B
| $3.13M | 0.05% |
56,627
|
|
||
175
Vanguard Total World Stock ETF
VT
$57B
| $3.12M | 0.05% |
33,853
-755
|
|