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
$6.2B
AUM Growth
-$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$8.71M
3
+$4.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.44M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.55M

Top Sells

1
+$3.42M
2
+$2.85M
3
+$2.75M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.71M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

Sector Composition

1 Technology 6.06%
2 Financials 4.8%
3 Healthcare 3.24%
4 Communication Services 2.98%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.18M 0.04%
6,148
+47
227
$2.17M 0.04%
19,386
228
$2.15M 0.03%
7,177
-117
229
$2.15M 0.03%
30,754
+378
230
$2.13M 0.03%
31,839
+164
231
$2.13M 0.03%
16,954
+56
232
$2.12M 0.03%
14,185
+266
233
$2.11M 0.03%
1,163
-2
234
$2.1M 0.03%
32,721
+413
235
$2.06M 0.03%
17,964
-12
236
$2.05M 0.03%
21,047
-876
237
$2.05M 0.03%
7,317
-270
238
$2.01M 0.03%
51,301
+9,655
239
$2M 0.03%
3,212
-7
240
$2M 0.03%
32,214
-4,760
241
$2M 0.03%
25,413
-626
242
$1.98M 0.03%
1,436
243
$1.96M 0.03%
23,963
244
$1.95M 0.03%
26,249
-2,863
245
$1.95M 0.03%
13,134
+4,472
246
$1.94M 0.03%
24,158
+1,630
247
$1.94M 0.03%
5,383
+127
248
$1.94M 0.03%
12,283
-104
249
$1.93M 0.03%
9,849
+1,064
250
$1.92M 0.03%
2,429
-2
8 9
10
11 12