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
376
$721K 0.02%
2,975
-129
377
$718K 0.02%
23,831
-5,391
378
$718K 0.02%
4,228
+68
379
$715K 0.02%
35,625
-4,320
380
$712K 0.02%
14,892
-251
381
$707K 0.02%
+28,729
382
$697K 0.02%
11,663
+4,125
383
$694K 0.02%
8,417
+86
384
$693K 0.02%
11,799
-47
385
$693K 0.02%
25,695
-5,038
386
$688K 0.02%
12,934
+1,870
387
$685K 0.02%
6,842
-76
388
$678K 0.02%
2,117
-99
389
$675K 0.02%
32,553
+13,328
390
$655K 0.02%
10,392
+2,722
391
$649K 0.02%
4,736
+832
392
$648K 0.02%
4,389
+668
393
$643K 0.02%
37,512
-4,308
394
$641K 0.02%
12,146
-1,263
395
$640K 0.02%
7,840
-248
396
$634K 0.02%
8,105
-401
397
$634K 0.02%
131,305
-11,918
398
$631K 0.02%
6,765
+519
399
$625K 0.02%
25,783
-4,078
400
$623K 0.02%
+21,200
14 15
16
17 18