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
351
$887K 0.02%
18,813
+139
352
$882K 0.02%
4,008
+233
353
$881K 0.02%
3,543
-11
354
$873K 0.02%
55,963
355
$867K 0.02%
4,205
+319
356
$865K 0.02%
23,852
-2,429
357
$857K 0.02%
10,769
+86
358
$854K 0.02%
2,203
-87
359
$852K 0.02%
12,840
+3,267
360
$850K 0.02%
6,283
-110
361
$846K 0.02%
9,406
362
$839K 0.02%
88,212
+58,812
363
$832K 0.02%
14,365
+34
364
$829K 0.02%
13,704
365
$829K 0.02%
7,588
+109
366
$827K 0.02%
6,320
+1,556
367
$826K 0.02%
8,684
368
$826K 0.02%
8,802
-2,558
369
$823K 0.02%
32,126
-832
370
$815K 0.02%
19,524
+1,657
371
$811K 0.02%
6,256
-28
372
$800K 0.02%
7,140
+412
373
$796K 0.02%
62,550
374
$794K 0.02%
1,098
-5
375
$794K 0.02%
13,700
-1,700
13 14
15
16 17