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
176
$2.82M 0.06%
44,585
-4,126
177
$2.81M 0.06%
47,839
+4,513
178
$2.77M 0.06%
10,215
-385
179
$2.71M 0.06%
35,200
+934
180
$2.63M 0.06%
52,303
-3,428
181
$2.6M 0.06%
22,013
-301
182
$2.59M 0.06%
178,978
183
$2.58M 0.06%
84,035
+280
184
$2.57M 0.06%
53,735
-3,087
185
$2.56M 0.06%
34,899
+251
186
$2.47M 0.06%
34,096
+3,238
187
$2.45M 0.06%
54,898
+3,446
188
$2.42M 0.06%
14,966
+566
189
$2.41M 0.05%
58,267
+5,930
190
$2.4M 0.05%
17,991
+24
191
$2.36M 0.05%
39,517
+710
192
$2.35M 0.05%
72,878
+9,618
193
$2.35M 0.05%
17,740
+140
194
$2.32M 0.05%
38,678
-8,462
195
$2.3M 0.05%
12,072
-177
196
$2.3M 0.05%
16,545
-1,986
197
$2.28M 0.05%
30,483
+3,187
198
$2.28M 0.05%
57,840
-224
199
$2.28M 0.05%
15,624
-130
200
$2.24M 0.05%
35,833
-1,718
6 7
8
9 10