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
351
$1.03M 0.02%
32,564
+11,146
352
$1.03M 0.02%
7,384
+4,207
353
$1.03M 0.02%
7,952
+111
354
$1.02M 0.02%
19,940
-2,045
355
$1M 0.02%
14,378
-260
356
$1M 0.02%
4,307
-22
357
$998K 0.02%
10,181
-1,665
358
$995K 0.02%
5,099
+15
359
$988K 0.02%
22,130
360
$988K 0.02%
7,699
-57
361
$986K 0.02%
21,555
+1,862
362
$983K 0.02%
18,419
+10,210
363
$974K 0.02%
2,718
-326
364
$960K 0.02%
4,736
+427
365
$959K 0.02%
20,274
-1,087
366
$943K 0.02%
5,965
+36
367
$942K 0.02%
12,702
+1,048
368
$939K 0.02%
6,962
369
$936K 0.02%
12,066
-736
370
$917K 0.02%
25,935
371
$916K 0.02%
41,676
372
$906K 0.02%
27,847
+1,851
373
$901K 0.02%
8,568
+1,480
374
$900K 0.02%
9,853
-407
375
$896K 0.02%
19,602
-707
13 14
15
16 17