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
326
$1.41M 0.02%
105,814
327
$1.4M 0.02%
20,537
-2,995
328
$1.39M 0.02%
3,005
+48
329
$1.39M 0.02%
26,710
-1,159
330
$1.39M 0.02%
8,621
+146
331
$1.37M 0.02%
5,792
+195
332
$1.36M 0.02%
9,402
+48
333
$1.36M 0.02%
1,708
-21
334
$1.36M 0.02%
35,848
-2,308
335
$1.35M 0.02%
36,359
+1,189
336
$1.35M 0.02%
18,668
+846
337
$1.34M 0.02%
12,124
-648
338
$1.33M 0.02%
3,606
-19
339
$1.33M 0.02%
6,504
-135
340
$1.33M 0.02%
161,898
-28,850
341
$1.32M 0.02%
4,370
+41
342
$1.32M 0.02%
9,647
-1,033
343
$1.31M 0.02%
30,081
-435
344
$1.3M 0.02%
24,110
345
$1.3M 0.02%
9,682
+21
346
$1.28M 0.02%
3,744
-111
347
$1.28M 0.02%
30,637
+5,181
348
$1.27M 0.02%
6,160
-172
349
$1.27M 0.02%
4,660
+26
350
$1.26M 0.02%
14,215
+38
12 13
14
15 16