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
351
$820K 0.02%
14,389
+100
352
$805K 0.02%
23,512
-4,291
353
$799K 0.02%
9,529
+964
354
$799K 0.02%
9,676
-129
355
$799K 0.02%
33,190
-9
356
$793K 0.02%
7,699
+429
357
$789K 0.02%
5,830
-100
358
$783K 0.02%
5,894
-239
359
$782K 0.02%
17,204
-1,991
360
$780K 0.02%
10,827
-277
361
$777K 0.02%
17,161
-1,273
362
$774K 0.02%
3,896
-204
363
$771K 0.02%
2,473
-189
364
$770K 0.02%
27,370
+2,162
365
$769K 0.02%
57,019
-1,401
366
$766K 0.02%
32,445
-3,168
367
$761K 0.02%
16,766
-5,396
368
$759K 0.02%
36,965
-7,389
369
$756K 0.02%
17,262
+6,993
370
$751K 0.02%
18,437
+123
371
$743K 0.02%
9,928
-1,343
372
$742K 0.02%
877
-78
373
$741K 0.02%
12,976
+2,325
374
$730K 0.02%
6,106
-689
375
$724K 0.02%
27,021
-4,892
13 14
15
16 17