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
376
$1.03M 0.02%
5,044
-168
377
$1.01M 0.02%
4,506
+1,175
378
$1M 0.02%
+72,300
379
$999K 0.02%
3,855
+289
380
$998K 0.02%
1,641
+28
381
$991K 0.02%
6,649
+394
382
$986K 0.02%
2,211
+3
383
$985K 0.02%
6,887
-80
384
$982K 0.02%
18,419
385
$979K 0.02%
16,760
+400
386
$978K 0.02%
9,943
-3,600
387
$973K 0.02%
6,966
+4
388
$966K 0.02%
8,307
+378
389
$966K 0.02%
22,753
+6,310
390
$959K 0.02%
47,500
-2,904
391
$959K 0.02%
5,472
-51
392
$941K 0.02%
6,940
+150
393
$939K 0.02%
25,935
394
$936K 0.02%
2,178
+330
395
$929K 0.02%
8,270
-642
396
$927K 0.01%
14,652
-186
397
$927K 0.01%
7,656
-248
398
$921K 0.01%
4,183
+18
399
$918K 0.01%
7,293
-74
400
$910K 0.01%
12,558
-184
14 15
16
17 18