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
201
$2.25M 0.04%
15,832
-299
202
$2.22M 0.04%
14,932
+313
203
$2.2M 0.04%
10,606
+204
204
$2.19M 0.04%
8,237
+489
205
$2.18M 0.04%
13,908
206
$2.17M 0.04%
29,852
-996
207
$2.14M 0.04%
116,022
+443
208
$2.14M 0.04%
47,953
-5,668
209
$2.13M 0.04%
35,734
+510
210
$2.13M 0.04%
88,244
+24,028
211
$2.13M 0.04%
11,616
+258
212
$2.09M 0.04%
12,417
+652
213
$2.09M 0.04%
110,679
214
$2.09M 0.04%
5,574
+26
215
$2.07M 0.04%
14,887
+1,219
216
$2.07M 0.04%
73,910
+6,166
217
$2.05M 0.04%
33,730
+173
218
$2.04M 0.04%
25,709
-204
219
$2.02M 0.04%
47,431
-687
220
$1.98M 0.04%
+19,421
221
$1.97M 0.04%
3,415
-56
222
$1.96M 0.04%
10,881
+597
223
$1.96M 0.04%
13,438
-678
224
$1.93M 0.04%
13,227
-220
225
$1.93M 0.04%
17,529
-10
7 8
9
10 11