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
326
$1.26M 0.02%
9,866
+132
327
$1.26M 0.02%
22,893
+322
328
$1.24M 0.02%
8,718
-112
329
$1.24M 0.02%
24,110
330
$1.24M 0.02%
105,814
331
$1.23M 0.02%
5,199
332
$1.23M 0.02%
9,428
+2,930
333
$1.22M 0.02%
6,742
-125
334
$1.22M 0.02%
6,332
-594
335
$1.22M 0.02%
12,772
+552
336
$1.21M 0.02%
6,639
-1,521
337
$1.2M 0.02%
10,680
+1,967
338
$1.2M 0.02%
4,225
-759
339
$1.19M 0.02%
43,608
-6,137
340
$1.19M 0.02%
5,597
+87
341
$1.18M 0.02%
21,785
+6,685
342
$1.18M 0.02%
22,218
+76
343
$1.18M 0.02%
7,792
-23
344
$1.16M 0.02%
8,475
+237
345
$1.15M 0.02%
14,177
-202
346
$1.15M 0.02%
2,957
+21
347
$1.15M 0.02%
29,465
348
$1.15M 0.02%
17,822
+2,353
349
$1.14M 0.02%
4,329
-20
350
$1.14M 0.02%
9,996
+265
12 13
14
15 16