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
301
$1.14M 0.03%
2,853
+363
302
$1.14M 0.03%
24,729
-43
303
$1.13M 0.03%
54,462
+4,489
304
$1.13M 0.03%
9,515
-3
305
$1.13M 0.03%
19,084
-910
306
$1.12M 0.03%
23,786
-3,042
307
$1.11M 0.03%
9,368
+2,481
308
$1.11M 0.03%
29,197
+2,315
309
$1.1M 0.03%
21,955
+2,125
310
$1.1M 0.03%
26,263
+648
311
$1.1M 0.03%
60,476
+105
312
$1.1M 0.03%
61,804
+296
313
$1.1M 0.03%
+26,276
314
$1.06M 0.03%
16,077
+49
315
$1.06M 0.03%
33,824
+10,281
316
$1.06M 0.03%
15,531
+1,154
317
$1.06M 0.03%
18,921
-471
318
$1.05M 0.02%
19,642
+180
319
$1.04M 0.02%
28,790
-152
320
$1.04M 0.02%
17,980
+70
321
$1.03M 0.02%
35,027
+1,724
322
$1.03M 0.02%
13,183
-438
323
$1.03M 0.02%
9,996
-236
324
$1.03M 0.02%
10,137
+3,865
325
$1.02M 0.02%
9,488
+4,714
11 12
13
14 15