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
426
$871K 0.01%
2,172
+51
427
$861K 0.01%
39,506
+361
428
$859K 0.01%
2,331
-2
429
$855K 0.01%
19,411
-2,330
430
$855K 0.01%
4,701
+211
431
$851K 0.01%
3,866
+1
432
$843K 0.01%
2,538
+6
433
$842K 0.01%
25,707
434
$841K 0.01%
32,300
-1,898
435
$832K 0.01%
12,465
+3,343
436
$831K 0.01%
3,497
+262
437
$829K 0.01%
6,994
-1,276
438
$827K 0.01%
10,597
439
$825K 0.01%
2,592
+78
440
$816K 0.01%
9,034
441
$812K 0.01%
7,542
442
$810K 0.01%
10,048
-15
443
$802K 0.01%
5,786
-1,507
444
$799K 0.01%
3,492
+34
445
$794K 0.01%
5,284
-1,682
446
$788K 0.01%
8,116
-367
447
$787K 0.01%
9,284
-158
448
$783K 0.01%
18,641
+2,222
449
$780K 0.01%
10,986
-1,048
450
$779K 0.01%
22,804
+1,145
16 17
18
19 20