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
26
$30.8M 0.5%
394,404
27
$30.5M 0.49%
186,368
+1,764
28
$30.3M 0.49%
260,526
-3,415
29
$27.9M 0.45%
172,594
-1,524
30
$26.7M 0.43%
527,939
+14,308
31
$26.5M 0.43%
197,900
+700
32
$25.8M 0.42%
74,221
-2,607
33
$24M 0.39%
456,585
+174,887
34
$23.4M 0.38%
228,928
-910
35
$21.8M 0.35%
53
36
$21.6M 0.35%
65,944
+1,880
37
$21.1M 0.34%
330,616
+1,354
38
$19.2M 0.31%
259,376
39
$19.1M 0.31%
65,036
+5
40
$19M 0.31%
56,000
+340
41
$18.5M 0.3%
51,568
+2,094
42
$17.7M 0.29%
174,028
-169
43
$17.4M 0.28%
317,378
-52,030
44
$16.3M 0.26%
112,103
+65
45
$16M 0.26%
771,590
+3,710
46
$15.9M 0.26%
57,944
-472
47
$15.8M 0.25%
104,851
+6,572
48
$15.7M 0.25%
87,635
-53
49
$15.7M 0.25%
240,144
-536
50
$14.7M 0.24%
86,776
-127
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