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
276
$1.5M 0.03%
13,693
277
$1.49M 0.03%
12,023
-1,297
278
$1.49M 0.03%
34,122
+6,368
279
$1.48M 0.03%
100,000
280
$1.48M 0.03%
26,917
+2,072
281
$1.47M 0.03%
2,947
-44
282
$1.47M 0.02%
6,816
+702
283
$1.46M 0.02%
8,809
+18
284
$1.45M 0.02%
16,664
+1,221
285
$1.45M 0.02%
13,312
-2,443
286
$1.44M 0.02%
25,440
-1,646
287
$1.43M 0.02%
9,124
+2,455
288
$1.43M 0.02%
11,254
-303
289
$1.43M 0.02%
88,470
+24
290
$1.42M 0.02%
36,087
-4,048
291
$1.38M 0.02%
22,568
-2,179
292
$1.37M 0.02%
82,266
+3,981
293
$1.37M 0.02%
9,664
+2,600
294
$1.36M 0.02%
260,000
+20,000
295
$1.36M 0.02%
8,745
-924
296
$1.36M 0.02%
4,540
+55
297
$1.35M 0.02%
28,394
+2,058
298
$1.35M 0.02%
22,035
+5,515
299
$1.35M 0.02%
31,850
300
$1.34M 0.02%
14,618
+175
10 11
12
13 14