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
401
$908K 0.01%
5,370
+4
402
$908K 0.01%
17,262
-69
403
$905K 0.01%
5,413
+75
404
$902K 0.01%
3,037
-2
405
$899K 0.01%
3,705
+29
406
$891K 0.01%
11,612
-266
407
$890K 0.01%
20,519
+115
408
$889K 0.01%
2,532
+42
409
$887K 0.01%
34,198
+1,606
410
$885K 0.01%
52,875
-8,071
411
$883K 0.01%
240,000
412
$876K 0.01%
12,562
-1,740
413
$874K 0.01%
4,217
-351
414
$872K 0.01%
6,812
+85
415
$869K 0.01%
+15,608
416
$868K 0.01%
3,621
+79
417
$860K 0.01%
7,371
-679
418
$859K 0.01%
39,752
+8,762
419
$859K 0.01%
10,597
420
$858K 0.01%
2,376
-574
421
$857K 0.01%
25,707
422
$853K 0.01%
33,042
+9,982
423
$852K 0.01%
13,629
+3,083
424
$849K 0.01%
4,165
+636
425
$842K 0.01%
10,459
+1,276
15 16
17
18 19