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
426
$723K 0.01%
8,353
-202
427
$723K 0.01%
2,207
+11
428
$713K 0.01%
9,954
+1,357
429
$712K 0.01%
9,910
-21
430
$710K 0.01%
12,663
431
$709K 0.01%
3,121
-102
432
$706K 0.01%
1,452
+19
433
$703K 0.01%
8,800
-125
434
$703K 0.01%
8,342
+526
435
$699K 0.01%
9,209
436
$698K 0.01%
2,055
-409
437
$697K 0.01%
2,596
-458
438
$690K 0.01%
5,376
439
$687K 0.01%
14,230
+61
440
$687K 0.01%
7,545
-66
441
$685K 0.01%
10,293
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442
$685K 0.01%
6,195
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443
$680K 0.01%
6,532
+24
444
$679K 0.01%
461
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445
$675K 0.01%
6,782
-74
446
$672K 0.01%
2,914
447
$672K 0.01%
3,570
+22
448
$663K 0.01%
7,590
+269
449
$663K 0.01%
1,582
-15
450
$663K 0.01%
1,127
+3
16 17
18
19 20