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
251
$2.09M 0.03%
12,072
+27
252
$2.08M 0.03%
8,868
+71
253
$2.07M 0.03%
13,466
-719
254
$2.06M 0.03%
1,166
+3
255
$2.05M 0.03%
12,270
+104
256
$2.04M 0.03%
3,149
+149
257
$2.04M 0.03%
2,410
-19
258
$2.03M 0.03%
23,963
259
$2M 0.03%
32,276
+10,491
260
$1.98M 0.03%
15,268
+216
261
$1.97M 0.03%
9,415
-844
262
$1.97M 0.03%
+35,141
263
$1.89M 0.03%
32,152
-569
264
$1.89M 0.03%
21,317
+205
265
$1.87M 0.03%
32,076
+3,818
266
$1.87M 0.03%
8,197
+257
267
$1.87M 0.03%
6,215
-395
268
$1.86M 0.03%
49,492
+5,884
269
$1.86M 0.03%
29,751
+3,123
270
$1.84M 0.03%
31,687
-96
271
$1.84M 0.03%
20,689
+42
272
$1.83M 0.03%
15,271
+1,769
273
$1.79M 0.03%
24,801
-314
274
$1.79M 0.03%
12,180
+350
275
$1.79M 0.03%
8,866
+23
9 10
11
12 13