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
276
$1.32M 0.03%
31,062
277
$1.32M 0.03%
10,520
+36
278
$1.32M 0.03%
70,649
-2,967
279
$1.3M 0.03%
15,818
+563
280
$1.3M 0.03%
19,678
+158
281
$1.3M 0.03%
31,856
+786
282
$1.29M 0.03%
93,999
-473
283
$1.28M 0.03%
28,758
-1,416
284
$1.27M 0.03%
21,305
-299
285
$1.26M 0.03%
14,607
+138
286
$1.26M 0.03%
32,105
+134
287
$1.26M 0.03%
18,718
-170
288
$1.24M 0.03%
17,904
+2,662
289
$1.22M 0.03%
+10,378
290
$1.22M 0.03%
6,270
+132
291
$1.2M 0.03%
25,953
+60
292
$1.2M 0.03%
9,791
293
$1.2M 0.03%
8,179
-201
294
$1.18M 0.03%
14,348
+3,049
295
$1.17M 0.03%
12,387
-140
296
$1.17M 0.03%
18,283
-600
297
$1.16M 0.03%
12,752
+2,584
298
$1.16M 0.03%
64,425
-3,075
299
$1.15M 0.03%
7,707
300
$1.14M 0.03%
30,100
+90
10 11
12
13 14