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
176
$2.87M 0.05%
56,657
+685
177
$2.86M 0.05%
40,160
-1,416
178
$2.84M 0.05%
15,569
179
$2.84M 0.05%
12,884
+33
180
$2.82M 0.05%
17,204
-15
181
$2.81M 0.05%
55,788
-1,318
182
$2.8M 0.05%
36,026
-3,227
183
$2.79M 0.05%
35,915
-66
184
$2.73M 0.05%
17,300
+846
185
$2.73M 0.05%
21,049
+1,159
186
$2.68M 0.05%
7,116
-52
187
$2.67M 0.05%
1,326
+48
188
$2.66M 0.05%
18,760
+333
189
$2.61M 0.04%
31,514
-395
190
$2.59M 0.04%
6,660
-42
191
$2.54M 0.04%
24,129
-943
192
$2.54M 0.04%
60,510
+2,770
193
$2.54M 0.04%
17,342
-261
194
$2.51M 0.04%
13,116
195
$2.49M 0.04%
15,711
-5
196
$2.49M 0.04%
51,955
-382
197
$2.49M 0.04%
24,152
+2,211
198
$2.45M 0.04%
9,251
-18
199
$2.45M 0.04%
18,060
-11
200
$2.45M 0.04%
17,485
+3,166
6 7
8
9 10