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
276
$1.11M 0.03%
24,322
-1,571
277
$1.1M 0.03%
6,130
+372
278
$1.1M 0.03%
4,428
-105
279
$1.1M 0.03%
5,202
-171
280
$1.1M 0.03%
29,476
+9,223
281
$1.09M 0.03%
14,510
+321
282
$1.09M 0.03%
+23,735
283
$1.08M 0.03%
13,916
-48
284
$1.08M 0.03%
18,065
+345
285
$1.06M 0.03%
19,986
+3,152
286
$1.06M 0.03%
6,442
-158
287
$1.06M 0.03%
44,374
-76
288
$1.05M 0.03%
14,692
+449
289
$1.05M 0.03%
22,763
+10,363
290
$1.05M 0.03%
15,332
-833
291
$1.05M 0.03%
6,939
-1,392
292
$1.05M 0.03%
28,508
+3,415
293
$1.05M 0.03%
11,805
+251
294
$1.02M 0.02%
19,978
-3,174
295
$1.02M 0.02%
28,078
+609
296
$1.02M 0.02%
8,145
+315
297
$1.01M 0.02%
61,175
-3,497
298
$1.01M 0.02%
20,200
-2,864
299
$1M 0.02%
3,492
+762
300
$999K 0.02%
5,765
-53
10 11
12
13 14