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
301
$1.6M 0.02%
18,426
+241
302
$1.6M 0.02%
23,668
+434
303
$1.6M 0.02%
9,994
-670
304
$1.59M 0.02%
59,926
305
$1.59M 0.02%
9,764
306
$1.58M 0.02%
33,675
+105
307
$1.56M 0.02%
16,815
-532
308
$1.54M 0.02%
62,550
309
$1.54M 0.02%
23,224
-119
310
$1.54M 0.02%
13,314
+1,214
311
$1.54M 0.02%
20,840
+4,290
312
$1.52M 0.02%
100,000
313
$1.52M 0.02%
22,496
+316
314
$1.49M 0.02%
108,300
+36,000
315
$1.49M 0.02%
7,202
+3
316
$1.47M 0.02%
7,905
+113
317
$1.47M 0.02%
14,155
+206
318
$1.47M 0.02%
17,827
-487
319
$1.47M 0.02%
31,193
+2,799
320
$1.44M 0.02%
12,423
-98
321
$1.44M 0.02%
4,116
+252
322
$1.43M 0.02%
5,732
+547
323
$1.42M 0.02%
31,850
324
$1.41M 0.02%
30,099
-2,415
325
$1.41M 0.02%
6,425
-317
11 12
13
14 15