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
251
$1.33M 0.03%
14,008
-680
252
$1.33M 0.03%
18,826
-1,658
253
$1.32M 0.03%
37,770
-2,340
254
$1.3M 0.03%
16,300
-498
255
$1.3M 0.03%
283,531
-252,261
256
$1.3M 0.03%
6,701
+113
257
$1.28M 0.03%
13,938
-686
258
$1.27M 0.03%
13,770
+795
259
$1.25M 0.03%
13,458
+3,314
260
$1.24M 0.03%
23,938
-66,650
261
$1.21M 0.03%
6,856
-962
262
$1.21M 0.03%
4,136
-60
263
$1.21M 0.03%
15,266
-426
264
$1.21M 0.03%
7,574
-1,382
265
$1.21M 0.03%
4,539
+215
266
$1.2M 0.03%
19,146
-2,409
267
$1.2M 0.03%
13,763
+459
268
$1.2M 0.03%
125,137
+44,185
269
$1.18M 0.03%
19,386
+100
270
$1.18M 0.03%
3,750
-146
271
$1.17M 0.03%
36,234
+1,511
272
$1.15M 0.03%
12,872
273
$1.14M 0.03%
15,647
-45
274
$1.13M 0.03%
13,759
+656
275
$1.13M 0.03%
32,405
-2,309
9 10
11
12 13