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
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.1M 0.56%
331,983
+118,151
27
$22.2M 0.54%
92,100
-5,717
28
$21.4M 0.52%
568,821
-494,336
29
$20.5M 0.5%
369,964
+5,609
30
$20.5M 0.5%
254,503
-3,697
31
$19.8M 0.48%
1,464,428
+3,740
32
$16.8M 0.41%
186,207
+24,731
33
$15.8M 0.38%
474,800
-119,580
34
$15.7M 0.38%
191,138
+130,491
35
$15.6M 0.38%
267,620
-6,540
36
$15.5M 0.38%
221,630
-13,456
37
$14.5M 0.35%
260,155
+47,395
38
$13.9M 0.34%
51
-2
39
$13.7M 0.33%
235,380
-14,880
40
$13M 0.31%
108,113
-5,072
41
$12.7M 0.31%
79,988
+39,228
42
$12.5M 0.3%
66,952
-2,255
43
$12.2M 0.3%
75,641
-2,073
44
$11.8M 0.29%
162,724
-28,589
45
$11.7M 0.28%
159,439
-8,069
46
$11.6M 0.28%
69,737
-5,720
47
$11.6M 0.28%
157,219
-404
48
$11.5M 0.28%
76,576
-1,035
49
$11.5M 0.28%
212,258
-29,050
50
$11.4M 0.28%
258,729
-5,063
1
2
3 4 5