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
401
$982K 0.01%
7,596
-60
402
$979K 0.01%
17,223
-5,670
403
$979K 0.01%
8,501
-1,415
404
$977K 0.01%
3,801
+96
405
$975K 0.01%
14,736
+84
406
$973K 0.01%
18,419
407
$967K 0.01%
2,213
+35
408
$951K 0.01%
20,439
-1,100
409
$946K 0.01%
25,935
410
$939K 0.01%
8,990
-707
411
$939K 0.01%
40,578
+826
412
$934K 0.01%
8,605
+52
413
$927K 0.01%
20,474
+353
414
$925K 0.01%
5,349
+7
415
$924K 0.01%
3,639
-977
416
$920K 0.01%
6,546
+101
417
$918K 0.01%
10,316
+125
418
$915K 0.01%
10,520
+61
419
$911K 0.01%
7,985
+70
420
$910K 0.01%
15,608
421
$895K 0.01%
29,742
422
$895K 0.01%
4,198
+15
423
$891K 0.01%
6,842
+30
424
$890K 0.01%
4,311
+51
425
$887K 0.01%
20,878
+359
15 16
17
18 19