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
$6.74B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
936
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.47M
3
+$5.69M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.04M

Top Sells

1
+$26.5M
2
+$11M
3
+$6.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.33M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.89M

Sector Composition

1 Technology 6.58%
2 Financials 4.6%
3 Healthcare 3.36%
4 Communication Services 2.86%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.42M 0.04%
50,925
227
$2.42M 0.04%
6,190
+42
228
$2.4M 0.04%
24,949
-1,502
229
$2.4M 0.04%
15,331
+57
230
$2.36M 0.04%
17,265
-699
231
$2.36M 0.03%
43,820
232
$2.36M 0.03%
32,464
+1,710
233
$2.33M 0.03%
20,429
+159
234
$2.33M 0.03%
22,587
+1,340
235
$2.33M 0.03%
31,915
+76
236
$2.25M 0.03%
27,812
237
$2.24M 0.03%
9,774
+209
238
$2.24M 0.03%
25,525
+7,860
239
$2.23M 0.03%
19,386
240
$2.22M 0.03%
39,943
241
$2.21M 0.03%
56,518
-609
242
$2.2M 0.03%
29,727
-373
243
$2.17M 0.03%
44,810
244
$2.16M 0.03%
18,375
+264
245
$2.15M 0.03%
4,146
+6
246
$2.13M 0.03%
50,715
-586
247
$2.12M 0.03%
3,217
+5
248
$2.11M 0.03%
5,445
+62
249
$2.09M 0.03%
55,637
+1,246
250
$2.09M 0.03%
24,362
+204
8 9
10
11 12