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
401
$702K 0.02%
17,841
402
$700K 0.02%
80,262
403
$700K 0.02%
8,122
+70
404
$697K 0.02%
19,892
+10,807
405
$694K 0.02%
26,409
+1,638
406
$686K 0.02%
5,237
-47
407
$685K 0.02%
28,065
408
$684K 0.02%
8,715
409
$684K 0.02%
7,899
+17
410
$684K 0.02%
10,665
+6,312
411
$683K 0.02%
13,696
+406
412
$681K 0.02%
13,695
-6,966
413
$680K 0.02%
11,218
-600
414
$680K 0.02%
5,605
+462
415
$678K 0.02%
30,726
416
$672K 0.02%
45,224
417
$671K 0.02%
10,077
+646
418
$670K 0.02%
10,244
+710
419
$669K 0.02%
42,315
+1,049
420
$668K 0.02%
8,603
+201
421
$667K 0.02%
14,454
422
$658K 0.02%
14,797
+146
423
$656K 0.02%
7,330
-102
424
$653K 0.02%
15,527
-3,499
425
$652K 0.02%
5,903
-339
15 16
17
18 19