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
201
$2.24M 0.05%
11,286
+436
202
$2.23M 0.05%
26,675
+418
203
$2.23M 0.05%
78,543
+124
204
$2.2M 0.05%
17,644
+274
205
$2.19M 0.05%
11,415
+1,240
206
$2.16M 0.05%
61,892
+619
207
$2.15M 0.05%
6,806
+3,263
208
$2.12M 0.05%
11,267
+486
209
$2.11M 0.05%
16,702
-62
210
$2.11M 0.05%
188,529
-91,524
211
$2.09M 0.05%
17,189
+279
212
$2.08M 0.05%
6,171
+132
213
$2.07M 0.05%
9,923
-3,750
214
$2.06M 0.05%
14,623
215
$2.05M 0.05%
30,908
+362
216
$2.05M 0.05%
23,941
+252
217
$2.05M 0.05%
40,113
+294
218
$2M 0.05%
88,322
219
$2M 0.05%
31,890
-58
220
$1.99M 0.05%
30,707
-1,600
221
$1.97M 0.05%
31,513
+24,000
222
$1.97M 0.04%
15,932
+2,093
223
$1.96M 0.04%
56,000
+2,800
224
$1.96M 0.04%
24,427
-5,000
225
$1.95M 0.04%
13,508
7 8
9
10 11