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
251
$1.51M 0.04%
11,407
-491
252
$1.51M 0.04%
13,839
-393
253
$1.5M 0.04%
3,925
-444
254
$1.5M 0.04%
14,082
-90
255
$1.49M 0.04%
12,566
+88
256
$1.48M 0.04%
21,274
-1,748
257
$1.45M 0.03%
53,827
-2,420
258
$1.44M 0.03%
73,953
+292
259
$1.43M 0.03%
28,415
-1,030
260
$1.43M 0.03%
17,535
-1,216
261
$1.42M 0.03%
14,648
+7,138
262
$1.41M 0.03%
16,301
-264
263
$1.41M 0.03%
18,981
-780
264
$1.4M 0.03%
5,904
-19
265
$1.4M 0.03%
17,526
-645
266
$1.39M 0.03%
+60,063
267
$1.39M 0.03%
89,463
+2,424
268
$1.38M 0.03%
19,818
269
$1.38M 0.03%
5,915
+34
270
$1.37M 0.03%
13,248
-633
271
$1.36M 0.03%
45,937
+2,298
272
$1.36M 0.03%
10,669
+131
273
$1.36M 0.03%
45,919
-161
274
$1.34M 0.03%
39,826
+1,129
275
$1.33M 0.03%
25,883
-442
9 10
11
12 13