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
376
$889K 0.02%
1,642
-18
377
$887K 0.02%
6,690
-65
378
$886K 0.02%
3,885
+11
379
$875K 0.01%
30,800
+50
380
$874K 0.01%
8,879
+309
381
$873K 0.01%
14,485
+16
382
$870K 0.01%
2,157
+9
383
$865K 0.01%
5,146
-168
384
$865K 0.01%
10,597
-310
385
$864K 0.01%
4,593
-59
386
$859K 0.01%
8,324
-384
387
$855K 0.01%
8,722
-487
388
$854K 0.01%
32,542
-465
389
$854K 0.01%
9,169
+69
390
$851K 0.01%
16,930
391
$847K 0.01%
3,267
+13
392
$842K 0.01%
6,710
-34
393
$837K 0.01%
50,404
394
$831K 0.01%
25,566
+2,360
395
$829K 0.01%
9,786
-74
396
$825K 0.01%
4,072
-27
397
$820K 0.01%
24,888
+8,037
398
$818K 0.01%
2,483
+32
399
$814K 0.01%
5,427
+9
400
$807K 0.01%
9,921
+23
14 15
16
17 18