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
176
$2.77M 0.05%
17,798
+1,297
177
$2.76M 0.05%
262,499
178
$2.68M 0.05%
84,438
-12,138
179
$2.66M 0.05%
40,724
-450
180
$2.64M 0.05%
10,991
+54
181
$2.64M 0.05%
42,667
-4,895
182
$2.59M 0.05%
28,099
+440
183
$2.59M 0.05%
33,470
+182
184
$2.58M 0.05%
75,519
+3,255
185
$2.57M 0.05%
40,533
+691
186
$2.56M 0.05%
12,096
+294
187
$2.54M 0.05%
43,607
-992
188
$2.54M 0.05%
29,399
+1,163
189
$2.48M 0.05%
17,886
+3,128
190
$2.47M 0.05%
15,657
+16
191
$2.46M 0.05%
17,579
+532
192
$2.35M 0.05%
85,180
-7,080
193
$2.31M 0.05%
31,284
-1,819
194
$2.3M 0.05%
11,627
+134
195
$2.3M 0.05%
32,886
-140
196
$2.3M 0.04%
23,968
+765
197
$2.28M 0.04%
34,045
-1,261
198
$2.27M 0.04%
25,894
+216
199
$2.26M 0.04%
60,173
+3,610
200
$2.25M 0.04%
26,272
+5,100
6 7
8
9 10