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
301
$1.33M 0.02%
3,554
+16
302
$1.31M 0.02%
11,113
-2,428
303
$1.31M 0.02%
10,449
-320
304
$1.31M 0.02%
12,087
-295
305
$1.3M 0.02%
7,821
-1,573
306
$1.28M 0.02%
4,973
+1,623
307
$1.25M 0.02%
20,642
-741
308
$1.24M 0.02%
13,025
+76
309
$1.24M 0.02%
14,760
-1,648
310
$1.24M 0.02%
18,046
-2,642
311
$1.23M 0.02%
3,965
-10
312
$1.22M 0.02%
14,392
+55
313
$1.22M 0.02%
2,906
+32
314
$1.22M 0.02%
4,382
+12
315
$1.21M 0.02%
19,590
+2,365
316
$1.21M 0.02%
34,210
-3,595
317
$1.21M 0.02%
26,492
-2,246
318
$1.2M 0.02%
8,545
+74
319
$1.2M 0.02%
48,643
-5,000
320
$1.19M 0.02%
22,226
-147
321
$1.17M 0.02%
21,992
+62
322
$1.17M 0.02%
6,132
-16
323
$1.17M 0.02%
11,324
-2,549
324
$1.16M 0.02%
4,130
+17
325
$1.15M 0.02%
9,066
+145
11 12
13
14 15