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
251
$1.72M 0.03%
9,968
-175
252
$1.7M 0.03%
12,919
+29
253
$1.68M 0.03%
4,190
+60
254
$1.67M 0.03%
12,052
-3,936
255
$1.67M 0.03%
5,152
+406
256
$1.66M 0.03%
13,961
+1,398
257
$1.66M 0.03%
19,290
258
$1.66M 0.03%
6,029
259
$1.65M 0.03%
2,434
-142
260
$1.65M 0.03%
9,355
261
$1.65M 0.03%
1,426
-451
262
$1.64M 0.03%
212,840
+4,355
263
$1.62M 0.03%
20,761
+140
264
$1.59M 0.03%
17,840
+128
265
$1.55M 0.03%
7,608
+34
266
$1.55M 0.03%
3,176
+8
267
$1.55M 0.03%
6,732
-497
268
$1.54M 0.03%
9,310
-421
269
$1.53M 0.03%
18,202
+1,288
270
$1.52M 0.03%
39,523
271
$1.51M 0.03%
18,851
-261
272
$1.51M 0.03%
26,541
+2,628
273
$1.51M 0.03%
11,848
+315
274
$1.51M 0.03%
62,550
275
$1.5M 0.03%
11,624
+141
9 10
11
12 13