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
426
$841K 0.01%
29,742
427
$834K 0.01%
39,145
+3,017
428
$833K 0.01%
8,553
+63
429
$831K 0.01%
2,034
+61
430
$828K 0.01%
25,456
+117
431
$825K 0.01%
10,191
+270
432
$819K 0.01%
3,887
-67
433
$813K 0.01%
20,121
+55
434
$807K 0.01%
9,442
+180
435
$803K 0.01%
29,920
-155
436
$801K 0.01%
41,676
437
$790K 0.01%
11,390
+76
438
$789K 0.01%
5,544
+41
439
$780K 0.01%
7,915
-656
440
$778K 0.01%
463
+11
441
$776K 0.01%
5,342
-30
442
$773K 0.01%
10,014
+723
443
$772K 0.01%
21,741
-1,734
444
$756K 0.01%
9,034
-299
445
$756K 0.01%
+11,468
446
$752K 0.01%
+7,542
447
$752K 0.01%
3,235
+717
448
$748K 0.01%
8,483
-152
449
$748K 0.01%
4,490
+801
450
$746K 0.01%
3,865
-3
16 17
18
19 20