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
426
$652K 0.02%
11,270
+4,830
427
$647K 0.02%
12,211
+385
428
$643K 0.02%
12,415
-2,508
429
$627K 0.01%
13,182
-1,130
430
$626K 0.01%
33,735
-105
431
$624K 0.01%
30,877
+375
432
$623K 0.01%
8,598
+2,596
433
$622K 0.01%
46,523
-526
434
$620K 0.01%
3,735
+200
435
$614K 0.01%
7,892
+219
436
$614K 0.01%
7,404
+892
437
$613K 0.01%
12,415
438
$610K 0.01%
14,634
-3,535
439
$610K 0.01%
7,015
440
$610K 0.01%
12,824
+132
441
$608K 0.01%
6,873
-171
442
$608K 0.01%
6,189
+11
443
$605K 0.01%
9,377
-2,133
444
$604K 0.01%
14,343
445
$600K 0.01%
13,487
446
$592K 0.01%
7,940
+10
447
$592K 0.01%
20,335
-1,008
448
$591K 0.01%
7,240
-381
449
$583K 0.01%
17,808
-584
450
$583K 0.01%
13,008
+37
16 17
18
19 20