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
426
$560K 0.01%
3,885
+45
427
$557K 0.01%
10,164
-1,412
428
$554K 0.01%
6,990
-2,846
429
$550K 0.01%
31,976
-27,702
430
$542K 0.01%
7,383
+90
431
$542K 0.01%
8,613
-625
432
$537K 0.01%
5,421
-14,000
433
$532K 0.01%
10,953
-321
434
$530K 0.01%
3,915
+88
435
$530K 0.01%
7,061
+171
436
$526K 0.01%
6,266
+100
437
$524K 0.01%
4,117
+149
438
$522K 0.01%
4,282
439
$519K 0.01%
3,441
-73
440
$519K 0.01%
15,887
+77
441
$517K 0.01%
5,049
+174
442
$516K 0.01%
5,592
+1,336
443
$512K 0.01%
4,031
+7
444
$506K 0.01%
14,938
-944
445
$503K 0.01%
20,718
-1,763
446
$500K 0.01%
12,665
447
$500K 0.01%
3,860
+250
448
$499K 0.01%
106,672
+74,355
449
$496K 0.01%
6,091
+311
450
$496K 0.01%
1,716
+177
16 17
18
19 20