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
$5.88B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$32.4M
3
+$20.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.77M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$11.1M
4
MA icon
Mastercard
MA
+$3.63M
5
CB icon
Chubb
CB
+$3.32M

Sector Composition

1 Technology 5.43%
2 Financials 4.44%
3 Communication Services 3.68%
4 Healthcare 3.11%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.04%
13,422
-658
227
$2.08M 0.04%
25,255
+145
228
$2.07M 0.04%
26,335
+1,149
229
$2.02M 0.03%
18,120
+247
230
$2M 0.03%
21,514
-3,440
231
$1.99M 0.03%
47,070
+910
232
$1.98M 0.03%
19,386
233
$1.97M 0.03%
23,963
234
$1.95M 0.03%
30,089
+731
235
$1.93M 0.03%
7,827
-123
236
$1.92M 0.03%
8,990
+17
237
$1.88M 0.03%
11,346
238
$1.88M 0.03%
12,487
+1,010
239
$1.88M 0.03%
22,231
+158
240
$1.87M 0.03%
16,403
-1,398
241
$1.86M 0.03%
137,314
+35,223
242
$1.79M 0.03%
146,210
+19,195
243
$1.78M 0.03%
9,792
+893
244
$1.77M 0.03%
971
+316
245
$1.76M 0.03%
16,619
-2,198
246
$1.75M 0.03%
15,236
+28
247
$1.75M 0.03%
24,125
-3,531
248
$1.74M 0.03%
54,123
+531
249
$1.74M 0.03%
27,549
-5,620
250
$1.73M 0.03%
44,950
+1,832
8 9
10
11 12