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
351
$1.26M 0.02%
9,788
-78
352
$1.25M 0.02%
5,223
+998
353
$1.25M 0.02%
7,575
-5,559
354
$1.24M 0.02%
38,656
+5,614
355
$1.24M 0.02%
29,465
356
$1.24M 0.02%
17,205
+445
357
$1.24M 0.02%
2,697
-26
358
$1.23M 0.02%
17,512
-2,268
359
$1.22M 0.02%
14,841
+3,451
360
$1.21M 0.02%
7,033
+146
361
$1.21M 0.02%
20,997
-1,221
362
$1.2M 0.02%
7,989
+17
363
$1.2M 0.02%
16,024
+163
364
$1.19M 0.02%
9,914
+27
365
$1.19M 0.02%
6,149
-186
366
$1.18M 0.02%
24,805
-7,170
367
$1.18M 0.02%
5,758
+345
368
$1.18M 0.02%
1,860
+146
369
$1.18M 0.02%
16,218
370
$1.16M 0.02%
3,088
+51
371
$1.16M 0.02%
5,752
-545
372
$1.15M 0.02%
6,965
+316
373
$1.14M 0.02%
1,733
+37
374
$1.14M 0.02%
15,538
+2,980
375
$1.13M 0.02%
8,758
+451
13 14
15
16 17