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
301
$998K 0.02%
9,726
-93
302
$987K 0.02%
6,868
-17
303
$987K 0.02%
7,053
+2,149
304
$977K 0.02%
21,015
+945
305
$970K 0.02%
23,730
+11,405
306
$969K 0.02%
16,500
-8,350
307
$966K 0.02%
17,613
-1,843
308
$963K 0.02%
7,128
-2,054
309
$960K 0.02%
15,257
+2,171
310
$951K 0.02%
13,378
-4,050
311
$951K 0.02%
9,688
+1,560
312
$944K 0.02%
35,963
-2,997
313
$927K 0.02%
23,698
+3,313
314
$923K 0.02%
21,948
-483
315
$923K 0.02%
9,179
+812
316
$922K 0.02%
6,958
-86
317
$919K 0.02%
52,415
+1,243
318
$918K 0.02%
81,577
-3,552
319
$916K 0.02%
28,087
-2,273
320
$915K 0.02%
15,988
+7,445
321
$914K 0.02%
25,993
-743
322
$910K 0.02%
37,323
+3,035
323
$910K 0.02%
9,498
+2,366
324
$907K 0.02%
6,035
325
$905K 0.02%
12,028
-1,131
11 12
13
14 15