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
$6.5B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$8.29M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.04M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.55M

Top Sells

1
+$19.1M
2
+$9.82M
3
+$4.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.38M

Sector Composition

1 Technology 6.38%
2 Financials 4.9%
3 Healthcare 3.45%
4 Consumer Staples 2.65%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.61M 0.06%
56,652
+995
177
$3.6M 0.06%
62,714
-1,105
178
$3.59M 0.06%
31,478
+359
179
$3.42M 0.05%
4,481
-239
180
$3.42M 0.05%
65,398
+25,455
181
$3.37M 0.05%
12,841
+10
182
$3.36M 0.05%
19,717
-1,317
183
$3.34M 0.05%
6,938
+127
184
$3.27M 0.05%
41,116
+8,840
185
$3.23M 0.05%
19,583
-648
186
$3.2M 0.05%
66,026
-3,061
187
$3.16M 0.05%
35,812
+2
188
$3.09M 0.05%
10,255
+690
189
$3.09M 0.05%
57,500
+440
190
$3.09M 0.05%
1,315
+25
191
$3.06M 0.05%
15,984
+135
192
$3.03M 0.05%
15,569
+33
193
$3.01M 0.05%
21,717
+3,342
194
$2.99M 0.05%
32,059
+236
195
$2.98M 0.05%
56,397
+21,256
196
$2.96M 0.05%
25,258
197
$2.95M 0.05%
27,154
+427
198
$2.95M 0.05%
29,123
+5,325
199
$2.93M 0.05%
18,137
+452
200
$2.92M 0.04%
27,283
-2,444
6 7
8
9 10