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
201
$2.43M 0.04%
12,943
-973
202
$2.42M 0.04%
37,319
+1,474
203
$2.4M 0.04%
33,238
+3,925
204
$2.37M 0.04%
57,491
+6,067
205
$2.36M 0.04%
4,251
+28
206
$2.33M 0.04%
+94,172
207
$2.33M 0.04%
7,564
+38
208
$2.31M 0.04%
18,247
+1,509
209
$2.31M 0.04%
22,156
-872
210
$2.29M 0.04%
34,776
-34
211
$2.28M 0.04%
16,816
+145
212
$2.27M 0.04%
17,132
-111
213
$2.27M 0.04%
61,478
-10,519
214
$2.26M 0.04%
28,713
-3,928
215
$2.25M 0.04%
24,233
+509
216
$2.24M 0.04%
9,030
+587
217
$2.24M 0.04%
50,925
218
$2.18M 0.04%
8,581
-159
219
$2.18M 0.04%
103,925
-22,846
220
$2.14M 0.04%
10,061
-7,012
221
$2.14M 0.04%
54,758
-352
222
$2.13M 0.04%
13,601
+478
223
$2.13M 0.04%
28,338
-292
224
$2.11M 0.04%
13,471
+354
225
$2.11M 0.04%
5,624
+34
7 8
9
10 11