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
326
$904K 0.02%
32,371
+112
327
$899K 0.02%
29,901
-669
328
$890K 0.02%
14,767
-389
329
$889K 0.02%
20,062
+381
330
$888K 0.02%
1,819
+206
331
$878K 0.02%
13,693
+100
332
$878K 0.02%
15,542
-502
333
$877K 0.02%
10,277
334
$876K 0.02%
3,768
-1,078
335
$872K 0.02%
41,940
-2,195
336
$871K 0.02%
16,704
+1,836
337
$858K 0.02%
13,178
+342
338
$856K 0.02%
10,240
-1,523
339
$855K 0.02%
4,037
-552
340
$849K 0.02%
84,288
-23,394
341
$841K 0.02%
6,659
+242
342
$840K 0.02%
39,324
+4,156
343
$837K 0.02%
9,499
-1,192
344
$835K 0.02%
18,363
-4,390
345
$832K 0.02%
24,717
-7,480
346
$831K 0.02%
25,489
+1,858
347
$825K 0.02%
10,927
-1,490
348
$824K 0.02%
29,500
349
$824K 0.02%
16,488
-62,118
350
$822K 0.02%
6,975
-16
12 13
14
15 16