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
476
$688K 0.01%
3,790
477
$685K 0.01%
7,858
-11
478
$676K 0.01%
6,471
479
$675K 0.01%
9,217
+169
480
$672K 0.01%
8,154
+304
481
$661K 0.01%
2,882
+48
482
$661K 0.01%
6,612
-85
483
$657K 0.01%
15,500
484
$656K 0.01%
18,847
+1,580
485
$653K 0.01%
991
+113
486
$653K 0.01%
6,212
487
$652K 0.01%
39,021
+6,967
488
$650K 0.01%
15,522
+4,730
489
$649K 0.01%
3,548
+14
490
$647K 0.01%
2,369
-350
491
$646K 0.01%
1,489
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492
$644K 0.01%
4,620
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493
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5,343
+1,930
494
$633K 0.01%
5,763
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495
$632K 0.01%
3,495
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496
$630K 0.01%
14,790
497
$627K 0.01%
4,755
-789
498
$623K 0.01%
8,530
-5
499
$622K 0.01%
18,533
+163
500
$622K 0.01%
37,899
-50
18 19
20
21 22