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
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M 0.04%
3,516
-130
227
$1.54M 0.04%
27,864
+729
228
$1.52M 0.04%
18,884
-8,466
229
$1.52M 0.04%
12,499
-320
230
$1.51M 0.04%
45,352
-2,141
231
$1.51M 0.04%
44,301
-3,700
232
$1.5M 0.04%
+70,614
233
$1.48M 0.04%
46,537
-17,008
234
$1.48M 0.04%
61,680
-3,510
235
$1.45M 0.04%
14,860
-172
236
$1.44M 0.03%
117,108
-5,105
237
$1.44M 0.03%
16,025
+1,728
238
$1.43M 0.03%
93,476
+14,109
239
$1.43M 0.03%
74,775
-2,748
240
$1.42M 0.03%
9,255
-2,616
241
$1.41M 0.03%
14,213
-1,295
242
$1.4M 0.03%
21,364
+995
243
$1.39M 0.03%
31,052
244
$1.38M 0.03%
5,128
+831
245
$1.38M 0.03%
9,898
+3,082
246
$1.37M 0.03%
9,295
+3,902
247
$1.36M 0.03%
8,718
-383
248
$1.36M 0.03%
17,483
+565
249
$1.35M 0.03%
29,551
-475
250
$1.34M 0.03%
1,935
-10
8 9
10
11 12