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
401
$619K 0.02%
4,320
-281
402
$614K 0.01%
6,714
+164
403
$613K 0.01%
20,906
-416
404
$604K 0.01%
10,001
405
$604K 0.01%
11,162
-988
406
$600K 0.01%
7,692
-323
407
$599K 0.01%
5,630
+865
408
$598K 0.01%
19,325
-7,050
409
$596K 0.01%
3,392
+1,403
410
$590K 0.01%
10,745
+184
411
$588K 0.01%
11,333
+522
412
$582K 0.01%
19,039
-4,869
413
$577K 0.01%
11,452
-3,087
414
$575K 0.01%
29,896
-11,114
415
$571K 0.01%
22,516
-2,796
416
$569K 0.01%
13,144
-2,040
417
$569K 0.01%
19,954
-1,741
418
$569K 0.01%
+22,130
419
$567K 0.01%
12,629
-1,401
420
$566K 0.01%
+23,489
421
$564K 0.01%
8,539
-26
422
$563K 0.01%
13,211
-402
423
$562K 0.01%
4,433
+1,783
424
$562K 0.01%
31,002
-68
425
$561K 0.01%
15,729
-2,848
15 16
17
18 19