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
476
$529K 0.01%
18,300
+415
477
$526K 0.01%
+23,127
478
$526K 0.01%
3,363
+382
479
$525K 0.01%
19,115
480
$521K 0.01%
56,492
481
$520K 0.01%
5,623
+39
482
$516K 0.01%
8,765
+256
483
$514K 0.01%
8,978
484
$514K 0.01%
43,720
485
$514K 0.01%
3,299
+28
486
$511K 0.01%
20,124
-184
487
$510K 0.01%
37,239
488
$505K 0.01%
8,593
-4,000
489
$502K 0.01%
8,219
490
$498K 0.01%
6,143
491
$495K 0.01%
7,933
+20
492
$491K 0.01%
4,489
+174
493
$488K 0.01%
17,371
494
$487K 0.01%
10,892
-29
495
$487K 0.01%
6,504
+10
496
$484K 0.01%
17,799
-1,120
497
$482K 0.01%
18,979
+358
498
$482K 0.01%
4,282
499
$478K 0.01%
11,306
+264
500
$475K 0.01%
4,983
-304
18 19
20
21 22