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
476
$649K 0.01%
2,559
+23
477
$645K 0.01%
10,210
-22
478
$644K 0.01%
5,391
+59
479
$644K 0.01%
3,534
+6
480
$638K 0.01%
3,447
+20
481
$635K 0.01%
8,535
-1,380
482
$634K 0.01%
9,308
+118
483
$633K 0.01%
4,190
-411
484
$630K 0.01%
2,631
+16
485
$628K 0.01%
10,806
+57
486
$626K 0.01%
6,212
487
$621K 0.01%
7,869
+2,483
488
$617K 0.01%
6,445
-635
489
$614K 0.01%
4,131
-79
490
$613K 0.01%
6,535
-113
491
$612K 0.01%
5,378
-698
492
$611K 0.01%
10,125
+1,717
493
$608K 0.01%
20,504
-2,352
494
$606K 0.01%
9,048
+124
495
$604K 0.01%
7,320
+138
496
$603K 0.01%
14,790
497
$596K 0.01%
7,293
+132
498
$594K 0.01%
878
+6
499
$591K 0.01%
14,123
500
$591K 0.01%
20,300
18 19
20
21 22