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
376
$781K 0.02%
11,715
+16
377
$780K 0.02%
38,319
-23,200
378
$779K 0.02%
9,778
+126
379
$772K 0.02%
8,925
+294
380
$770K 0.02%
15,598
+853
381
$769K 0.02%
9,454
+40
382
$765K 0.02%
13,840
+222
383
$759K 0.02%
19,697
+1,994
384
$753K 0.02%
30,293
+211
385
$750K 0.02%
7,663
+362
386
$749K 0.02%
3,672
-293
387
$746K 0.02%
12,333
388
$745K 0.02%
12,827
+2,359
389
$744K 0.02%
15,466
+232
390
$742K 0.02%
19,845
-127
391
$741K 0.02%
10,812
+57
392
$740K 0.02%
9,429
-43
393
$734K 0.02%
4,577
-171
394
$729K 0.02%
4,819
-142
395
$729K 0.02%
41,029
+4,582
396
$725K 0.02%
56,500
+10,120
397
$720K 0.02%
6,439
398
$707K 0.02%
18,365
399
$705K 0.02%
13,041
+4,358
400
$705K 0.02%
16,735
-1,003
14 15
16
17 18