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
$4.2B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$15.5M
3
+$2.59M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$44.3M
2
+$14M
3
+$8.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Sector Composition

1 Financials 5.01%
2 Energy 4.86%
3 Healthcare 4.03%
4 Technology 3.68%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.81M 0.04%
30,365
-609
227
$1.8M 0.04%
53,200
228
$1.78M 0.04%
10,781
+35
229
$1.77M 0.04%
15,942
-254
230
$1.73M 0.04%
15,253
+157
231
$1.71M 0.04%
15,998
+1,484
232
$1.7M 0.04%
24,812
-270
233
$1.68M 0.04%
16,020
+447
234
$1.68M 0.04%
32,313
-886
235
$1.68M 0.04%
7,300
+5
236
$1.66M 0.04%
26,818
+238
237
$1.64M 0.04%
35,637
+25
238
$1.64M 0.04%
3,418
-471
239
$1.64M 0.04%
13,227
240
$1.63M 0.04%
36,679
+63
241
$1.62M 0.04%
20,005
-1,342
242
$1.6M 0.04%
108,540
+1,010
243
$1.59M 0.04%
13,443
+28
244
$1.59M 0.04%
101,292
-9,156
245
$1.58M 0.04%
25,348
-3,688
246
$1.57M 0.04%
17,918
+364
247
$1.54M 0.04%
54,536
+100
248
$1.54M 0.04%
+17,846
249
$1.54M 0.04%
24,307
250
$1.51M 0.04%
25,648
-871
8 9
10
11 12