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
$5.88B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$32.4M
3
+$20.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.77M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$11.1M
4
MA icon
Mastercard
MA
+$3.63M
5
CB icon
Chubb
CB
+$3.32M

Sector Composition

1 Technology 5.43%
2 Financials 4.44%
3 Communication Services 3.68%
4 Healthcare 3.11%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$588K 0.01%
6,689
+136
477
$587K 0.01%
21,508
-2,044
478
$585K 0.01%
20,300
-2,667
479
$583K 0.01%
29,659
-7,001
480
$578K 0.01%
9,441
-282
481
$577K 0.01%
26,393
+8,997
482
$577K 0.01%
3,355
+46
483
$575K 0.01%
4,580
+188
484
$572K 0.01%
10,492
+5,421
485
$568K 0.01%
22,578
+114
486
$567K 0.01%
4,683
-542
487
$563K 0.01%
1,931
-828
488
$562K 0.01%
22,060
+1,041
489
$561K 0.01%
9,321
+101
490
$560K 0.01%
2,259
+13
491
$554K 0.01%
14,615
+4,285
492
$553K 0.01%
10,807
+23
493
$537K 0.01%
17,500
494
$534K 0.01%
+6,929
495
$531K 0.01%
8,895
-11,423
496
$530K 0.01%
3,862
+17
497
$523K 0.01%
9,270
498
$522K 0.01%
4,187
+19
499
$519K 0.01%
6,884
+22
500
$519K 0.01%
3,462
-314
18 19
20
21 22