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
26
$31.2M 0.46%
396,570
+2,166
27
$30.3M 0.45%
260,526
28
$29.5M 0.44%
172,525
-69
29
$29.4M 0.44%
185,754
-614
30
$27.9M 0.41%
67,133
+1,189
31
$27.6M 0.41%
190,660
-7,240
32
$27.1M 0.4%
530,670
+2,731
33
$26.6M 0.39%
228,928
34
$26.3M 0.39%
73,193
-1,028
35
$23.9M 0.35%
53
36
$23.5M 0.35%
328,847
-1,769
37
$22.6M 0.34%
769,460
-2,130
38
$21.7M 0.32%
259,376
39
$20.2M 0.3%
173,963
-65
40
$19.3M 0.29%
65,708
+672
41
$18.7M 0.28%
107,582
+2,731
42
$18.6M 0.28%
55,421
-579
43
$18M 0.27%
237,198
-2,946
44
$17.9M 0.27%
87,628
-7
45
$17.7M 0.26%
57,944
46
$17.5M 0.26%
275,751
+10,302
47
$17.3M 0.26%
123,015
+2,526
48
$17.2M 0.26%
291,699
+14,913
49
$17.2M 0.25%
313,333
-4,045
50
$17M 0.25%
108,823
-3,280
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