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
476
$433K 0.01%
8,562
-450
477
$431K 0.01%
8,839
-608
478
$431K 0.01%
7,425
-972
479
$429K 0.01%
9,140
-64
480
$428K 0.01%
2,294
-87
481
$426K 0.01%
6,635
-216
482
$425K 0.01%
4,617
+142
483
$425K 0.01%
15,844
+7,606
484
$421K 0.01%
32,200
+2,250
485
$421K 0.01%
17,024
-1,633
486
$419K 0.01%
9,084
-1,521
487
$419K 0.01%
7,786
-366
488
$417K 0.01%
8,556
-456
489
$401K 0.01%
13,588
-2,927
490
$395K 0.01%
8,459
+51
491
$394K 0.01%
25,212
-2,454
492
$394K 0.01%
11,077
-1,347
493
$393K 0.01%
8,280
+52
494
$392K 0.01%
17,137
-28
495
$383K 0.01%
6,452
+867
496
$380K 0.01%
7,659
-1,758
497
$380K 0.01%
8,094
498
$378K 0.01%
3,811
+166
499
$377K 0.01%
+5,054
500
$376K 0.01%
15,121
-39
18 19
20
21 22