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
376
$1.13M 0.02%
10,447
+15
377
$1.12M 0.02%
4,609
-435
378
$1.11M 0.02%
13,663
+10,713
379
$1.11M 0.02%
1,809
+168
380
$1.11M 0.02%
23,030
-2,026
381
$1.1M 0.02%
2,235
+24
382
$1.09M 0.02%
5,785
+313
383
$1.09M 0.02%
4,345
+458
384
$1.08M 0.02%
12,356
+744
385
$1.07M 0.02%
16,134
-4,514
386
$1.06M 0.02%
17,172
+5,474
387
$1.06M 0.02%
9,943
388
$1.06M 0.02%
4,159
-1,040
389
$1.05M 0.02%
8,495
-223
390
$1.04M 0.02%
29,650
-450
391
$1.03M 0.02%
17,486
+224
392
$1.03M 0.02%
5,438
+68
393
$1.02M 0.02%
4,342
+177
394
$1.01M 0.02%
4,223
-1,095
395
$1.01M 0.02%
8,882
-1,114
396
$1M 0.01%
22,994
+241
397
$994K 0.01%
62,652
+9,777
398
$990K 0.01%
7,190
+250
399
$987K 0.01%
47,500
400
$983K 0.01%
7,399
+28
14 15
16
17 18