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
26
$20.2M 0.48%
732,619
-1,273
27
$18.6M 0.44%
349,846
+189
28
$18.1M 0.43%
160,498
-5,241
29
$17.8M 0.42%
195,416
-7,911
30
$16.8M 0.4%
173,596
-1,724
31
$16.8M 0.4%
421,983
-208,818
32
$16.4M 0.39%
295,255
-11,767
33
$15.8M 0.38%
420,768
+7,412
34
$15.1M 0.36%
113,024
-10,664
35
$15M 0.36%
60
-4
36
$14.3M 0.34%
263,243
+5,079
37
$14M 0.33%
125,329
-1,487
38
$13.8M 0.33%
156,986
-3,369
39
$13.4M 0.32%
93,608
+76
40
$13.3M 0.32%
118,394
-3,277
41
$13.3M 0.32%
423,978
+3,513
42
$13.3M 0.32%
411,428
+11,229
43
$13.1M 0.31%
403,356
+2
44
$12.8M 0.3%
145,430
+412
45
$12.5M 0.3%
368,589
-4,888
46
$12.4M 0.29%
194,465
-666
47
$12.3M 0.29%
202,359
+3,335
48
$12.2M 0.29%
288,255
-3,423
49
$12.2M 0.29%
103,429
-712
50
$12.2M 0.29%
117,133
-3,395
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