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
451
$741K 0.01%
11,390
452
$734K 0.01%
21,659
+1,151
453
$725K 0.01%
12,034
-3,324
454
$722K 0.01%
2,121
+37
455
$722K 0.01%
11,698
+914
456
$720K 0.01%
1,152
457
$717K 0.01%
9,144
-65
458
$714K 0.01%
16,419
459
$704K 0.01%
10,063
+75
460
$703K 0.01%
2,514
-26
461
$702K 0.01%
2,663
+132
462
$700K 0.01%
4,260
+55
463
$699K 0.01%
14,816
+6,116
464
$699K 0.01%
2,333
+10
465
$698K 0.01%
10,410
+305
466
$696K 0.01%
+52,500
467
$693K 0.01%
3,458
+19
468
$688K 0.01%
31,413
+3,692
469
$679K 0.01%
2,719
+24
470
$668K 0.01%
+25,827
471
$666K 0.01%
7,508
-490
472
$659K 0.01%
32,606
+1,720
473
$652K 0.01%
6,697
-436
474
$651K 0.01%
6,471
475
$651K 0.01%
11,218
+34
17 18
19
20 21