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
301
$1.46M 0.02%
13,502
+92
302
$1.46M 0.02%
9,771
+358
303
$1.44M 0.02%
17,721
+375
304
$1.43M 0.02%
3,625
+16
305
$1.43M 0.02%
4,322
-94
306
$1.41M 0.02%
17,665
-10,064
307
$1.4M 0.02%
22,623
+181
308
$1.39M 0.02%
23,234
-235
309
$1.39M 0.02%
25,115
+15
310
$1.38M 0.02%
8,318
+42
311
$1.37M 0.02%
33,570
+390
312
$1.36M 0.02%
30,516
-2,472
313
$1.36M 0.02%
31,850
314
$1.36M 0.02%
62,550
315
$1.35M 0.02%
9,351
+447
316
$1.34M 0.02%
789
+10
317
$1.33M 0.02%
28,394
318
$1.33M 0.02%
22,180
+528
319
$1.32M 0.02%
38,156
-652
320
$1.31M 0.02%
27,869
+854
321
$1.3M 0.02%
31,975
-1,580
322
$1.3M 0.02%
37,586
+402
323
$1.29M 0.02%
1,729
-11
324
$1.28M 0.02%
35,170
-1,609
325
$1.27M 0.02%
7,199
+728
11 12
13
14 15