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
351
$1.14M 0.02%
+16,160
352
$1.14M 0.02%
+16,550
353
$1.14M 0.02%
3,864
-114
354
$1.13M 0.02%
1,696
+34
355
$1.13M 0.02%
4,159
-90
356
$1.12M 0.02%
15,861
+145
357
$1.11M 0.02%
25,056
+384
358
$1.11M 0.02%
5,318
-403
359
$1.11M 0.02%
75,300
+61,000
360
$1.1M 0.02%
9,887
-2
361
$1.1M 0.02%
19,780
+71
362
$1.1M 0.02%
10,432
+3,475
363
$1.09M 0.02%
30,100
-800
364
$1.09M 0.02%
2,723
-68
365
$1.09M 0.02%
9,697
-926
366
$1.09M 0.02%
6,297
-737
367
$1.09M 0.02%
9,916
-416
368
$1.08M 0.02%
9,661
-339
369
$1.08M 0.02%
4,634
+14
370
$1.07M 0.02%
6,335
+20
371
$1.07M 0.02%
7,972
-113
372
$1.04M 0.02%
16,218
-3,142
373
$1.04M 0.02%
1,714
-4
374
$1.04M 0.02%
21,539
375
$1.03M 0.02%
5,185
+40
13 14
15
16 17