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
276
$1.6M 0.03%
11,860
-1,059
277
$1.6M 0.03%
21,247
278
$1.6M 0.03%
18,298
-40
279
$1.6M 0.03%
14,631
-32
280
$1.6M 0.03%
20,648
-459
281
$1.57M 0.03%
21,112
+112
282
$1.55M 0.03%
13,693
283
$1.55M 0.03%
89,544
+24
284
$1.55M 0.02%
18,314
-36
285
$1.55M 0.02%
12,100
+504
286
$1.54M 0.02%
23,532
-4,017
287
$1.54M 0.02%
12,521
-240
288
$1.53M 0.02%
7,940
+113
289
$1.53M 0.02%
8,843
-46
290
$1.51M 0.02%
9,354
+198
291
$1.51M 0.02%
13,949
-101
292
$1.5M 0.02%
12,307
+91
293
$1.5M 0.02%
18,185
+54
294
$1.49M 0.02%
59,926
295
$1.48M 0.02%
100,000
296
$1.48M 0.02%
+16,750
297
$1.47M 0.02%
28,258
-4,208
298
$1.47M 0.02%
17,347
-50
299
$1.47M 0.02%
11,830
-152
300
$1.46M 0.02%
9,764
10 11
12
13 14