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
326
$1.02M 0.02%
6,864
-76
327
$1.02M 0.02%
45,999
+143
328
$1.01M 0.02%
11,379
+894
329
$1.01M 0.02%
12,391
-927
330
$1.01M 0.02%
7,183
331
$1M 0.02%
18,341
+3,490
332
$1M 0.02%
38,952
+464
333
$997K 0.02%
28,176
+5,440
334
$981K 0.02%
33,204
335
$964K 0.02%
16,366
-613
336
$960K 0.02%
16,042
-958
337
$960K 0.02%
26,586
-1,374
338
$956K 0.02%
11,902
-829
339
$952K 0.02%
19,522
340
$946K 0.02%
6,120
-2,844
341
$940K 0.02%
10,315
-7,156
342
$933K 0.02%
8,046
-4
343
$923K 0.02%
4,956
+47
344
$920K 0.02%
27,085
+376
345
$918K 0.02%
51,322
+359
346
$918K 0.02%
34,228
+720
347
$910K 0.02%
16,934
+60
348
$896K 0.02%
24,144
-6
349
$895K 0.02%
10,512
+90
350
$895K 0.02%
16,182
-59
12 13
14
15 16