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
276
$1.79M 0.03%
19,290
277
$1.78M 0.03%
11,142
+1,714
278
$1.78M 0.03%
22,664
-2,749
279
$1.72M 0.03%
9,731
+380
280
$1.72M 0.03%
12,379
+72
281
$1.72M 0.03%
15,716
+337
282
$1.7M 0.03%
6,029
283
$1.69M 0.03%
89,568
+24
284
$1.69M 0.03%
12,465
+182
285
$1.68M 0.02%
26,320
+3,697
286
$1.68M 0.02%
13,693
287
$1.67M 0.02%
18,550
+1,800
288
$1.66M 0.02%
9,522
+1,204
289
$1.66M 0.02%
791
+2
290
$1.66M 0.02%
22,194
-4,055
291
$1.64M 0.02%
7,880
-1,969
292
$1.64M 0.02%
10,254
+483
293
$1.64M 0.02%
16,973
-748
294
$1.62M 0.02%
39,389
+1,803
295
$1.62M 0.02%
18,628
+330
296
$1.62M 0.02%
109,550
+34,250
297
$1.62M 0.02%
4,163
-159
298
$1.62M 0.02%
14,906
+275
299
$1.61M 0.02%
22,382
+10,992
300
$1.61M 0.02%
20,450
+4,290
10 11
12
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