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
451
$581K 0.01%
18,519
-753
452
$581K 0.01%
4,370
+18
453
$576K 0.01%
8,160
+71
454
$574K 0.01%
10,856
+19
455
$573K 0.01%
19,358
+649
456
$571K 0.01%
7,926
-227
457
$571K 0.01%
71,789
-5,114
458
$570K 0.01%
6,717
-302
459
$568K 0.01%
38,000
+2,000
460
$563K 0.01%
8,662
+73
461
$562K 0.01%
2,828
+25
462
$562K 0.01%
9,409
-10
463
$560K 0.01%
6,956
+92
464
$559K 0.01%
4,431
+244
465
$556K 0.01%
16,196
+93
466
$551K 0.01%
8,470
-1
467
$550K 0.01%
3,337
-14
468
$549K 0.01%
3,386
+53
469
$545K 0.01%
16,584
+343
470
$543K 0.01%
16,008
+5,987
471
$538K 0.01%
2,604
+57
472
$535K 0.01%
177,308
473
$535K 0.01%
16,021
+850
474
$532K 0.01%
16,832
+96
475
$530K 0.01%
6,790
-38
17 18
19
20 21