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
201
$2.83M 0.04%
15,473
+142
202
$2.81M 0.04%
44,822
+1,180
203
$2.81M 0.04%
15,254
+6
204
$2.81M 0.04%
25,125
+1,540
205
$2.79M 0.04%
18,441
+2,913
206
$2.78M 0.04%
32,736
+646
207
$2.75M 0.04%
162,361
+915
208
$2.67M 0.04%
4,901
+104
209
$2.67M 0.04%
36,772
+329
210
$2.65M 0.04%
15,653
+2,187
211
$2.61M 0.04%
7,136
-62
212
$2.6M 0.04%
56,431
-87
213
$2.6M 0.04%
13,257
+141
214
$2.56M 0.04%
33,801
-2,128
215
$2.56M 0.04%
10,120
+28
216
$2.55M 0.04%
11,033
-503
217
$2.54M 0.04%
30,969
218
$2.54M 0.04%
44,723
+2,340
219
$2.52M 0.04%
10,105
-145
220
$2.51M 0.04%
47,072
+1,658
221
$2.51M 0.04%
39,951
+863
222
$2.48M 0.04%
20,817
+128
223
$2.48M 0.04%
20,092
-2,990
224
$2.4M 0.04%
19,963
-776
225
$2.39M 0.04%
41,805
+24,633
7 8
9
10 11