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
451
$662K 0.01%
11,290
-263
452
$660K 0.01%
8,340
453
$658K 0.01%
9,176
454
$658K 0.01%
2,873
-1,992
455
$655K 0.01%
14,090
+81
456
$654K 0.01%
10,208
+2,694
457
$653K 0.01%
15,061
458
$643K 0.01%
10,590
+3,653
459
$637K 0.01%
10,752
-43
460
$635K 0.01%
3,868
-77
461
$629K 0.01%
15,716
-76
462
$623K 0.01%
14,790
+2,525
463
$622K 0.01%
3,883
-350
464
$622K 0.01%
9,775
+787
465
$619K 0.01%
8,311
+1,177
466
$617K 0.01%
30,900
+286
467
$611K 0.01%
5,171
+393
468
$606K 0.01%
16,191
+78
469
$603K 0.01%
22,190
-323
470
$603K 0.01%
9,824
+1,329
471
$600K 0.01%
2,417
-434
472
$596K 0.01%
3,372
+403
473
$593K 0.01%
16,075
+65
474
$593K 0.01%
4,132
+73
475
$592K 0.01%
4,467
17 18
19
20 21