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
401
$800K 0.01%
6,991
-249
402
$797K 0.01%
4,184
-317
403
$795K 0.01%
8,496
+20
404
$791K 0.01%
7,071
+78
405
$788K 0.01%
1,665
-57
406
$785K 0.01%
2,489
-11
407
$784K 0.01%
25,707
-676
408
$777K 0.01%
8,564
409
$775K 0.01%
3,517
410
$774K 0.01%
20,579
+49
411
$770K 0.01%
15,195
+1,125
412
$769K 0.01%
32,482
+517
413
$768K 0.01%
37,186
+64
414
$765K 0.01%
19,801
+156
415
$760K 0.01%
21,117
-2,828
416
$759K 0.01%
30,776
+1,467
417
$758K 0.01%
9,577
+311
418
$755K 0.01%
6,820
-350
419
$752K 0.01%
7,880
420
$749K 0.01%
3,328
+931
421
$735K 0.01%
2,979
+13
422
$730K 0.01%
7,268
423
$728K 0.01%
5,378
-429
424
$726K 0.01%
27,496
-1,069
425
$724K 0.01%
8,082
-2,242
15 16
17
18 19