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
451
$773K 0.01%
9,511
+203
452
$768K 0.01%
2,721
+90
453
$766K 0.01%
14,816
454
$756K 0.01%
7,372
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455
$756K 0.01%
2,583
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456
$756K 0.01%
27,492
-2,428
457
$746K 0.01%
11,368
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458
$738K 0.01%
3,253
+13
459
$736K 0.01%
52,692
+192
460
$729K 0.01%
3,367
-850
461
$729K 0.01%
3,471
+24
462
$727K 0.01%
9,144
463
$721K 0.01%
3,303
-1,203
464
$719K 0.01%
1,130
-22
465
$716K 0.01%
5,385
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466
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10,014
467
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10,560
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468
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27,350
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469
$714K 0.01%
6,350
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470
$713K 0.01%
7,838
+545
471
$709K 0.01%
2,015
-19
472
$708K 0.01%
5,276
+1,108
473
$706K 0.01%
4,163
+32
474
$706K 0.01%
12,023
+805
475
$702K 0.01%
2,695
+32
17 18
19
20 21