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
251
$1.92M 0.03%
9,565
+353
252
$1.9M 0.03%
11,221
-125
253
$1.89M 0.03%
6,610
-38
254
$1.87M 0.03%
15,379
+158
255
$1.87M 0.03%
3,000
-41
256
$1.83M 0.03%
8,797
+296
257
$1.83M 0.03%
190,748
-5,000
258
$1.82M 0.03%
12,085
-13
259
$1.82M 0.03%
12,166
+248
260
$1.8M 0.03%
12,045
+30
261
$1.79M 0.03%
17,376
+709
262
$1.78M 0.03%
10,259
+124
263
$1.78M 0.03%
4,616
+2,073
264
$1.73M 0.03%
24,377
-4,189
265
$1.7M 0.03%
15,052
+48
266
$1.69M 0.03%
6,029
267
$1.68M 0.03%
19,290
268
$1.68M 0.03%
10,664
-513
269
$1.66M 0.03%
20,647
-148
270
$1.65M 0.03%
31,783
-430
271
$1.64M 0.03%
26,628
-2,796
272
$1.63M 0.03%
32,514
+7,633
273
$1.63M 0.03%
4,140
+46
274
$1.63M 0.03%
23,343
+502
275
$1.62M 0.03%
54,391
-620
9 10
11
12 13