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
326
$1.15M 0.02%
16,109
+153
327
$1.15M 0.02%
5,957
+789
328
$1.14M 0.02%
1,852
-67
329
$1.13M 0.02%
22,074
+3,056
330
$1.13M 0.02%
36,184
-3,561
331
$1.13M 0.02%
14,372
-2,839
332
$1.12M 0.02%
10,504
-2,347
333
$1.12M 0.02%
5,199
334
$1.11M 0.02%
32,925
-240
335
$1.11M 0.02%
4,213
+171
336
$1.11M 0.02%
9,977
+58
337
$1.1M 0.02%
16,604
+998
338
$1.1M 0.02%
7,975
-70
339
$1.1M 0.02%
14,145
+549
340
$1.09M 0.02%
776
-9
341
$1.09M 0.02%
5,455
-317
342
$1.08M 0.02%
5,889
-457
343
$1.06M 0.02%
12,476
+36
344
$1.05M 0.02%
7,695
-79
345
$1.04M 0.02%
38,420
346
$1.04M 0.02%
3,928
-44
347
$1.04M 0.02%
6,907
-55
348
$1.04M 0.02%
10,724
+443
349
$1.04M 0.02%
22,435
-2,243
350
$1.04M 0.02%
27,190
12 13
14
15 16