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
$6.17B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$4.81M
2 +$4.52M
3 +$4.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.94M

Top Sells

1 +$7.1M
2 +$6.73M
3 +$5.38M
4
AMZN icon
Amazon
AMZN
+$4.01M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.55M

Sector Composition

1 Technology 6.65%
2 Financials 4.33%
3 Healthcare 3.28%
4 Consumer Staples 2.63%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIA icon
501
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$577K 0.01%
1,678
-90
AES icon
502
AES
AES
$9.92B
$573K 0.01%
27,639
+5,974
GL icon
503
Globe Life
GL
$10.7B
$570K 0.01%
5,199
+139
ULTA icon
504
Ulta Beauty
ULTA
$24.9B
$569K 0.01%
1,209
-20
MORN icon
505
Morningstar
MORN
$8.89B
$565K 0.01%
2,883
-116
STIP icon
506
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$558K 0.01%
+5,718
HLT icon
507
Hilton Worldwide
HLT
$66.3B
$557K 0.01%
3,826
-353
WY icon
508
Weyerhaeuser
WY
$16.1B
$553K 0.01%
16,502
-565
CFA icon
509
VictoryShares US 500 Volatility Wtd ETF
CFA
$524M
$551K 0.01%
7,745
+27
IRM icon
510
Iron Mountain
IRM
$24.8B
$548K 0.01%
9,644
+1,243
APO icon
511
Apollo Global Management
APO
$76.4B
$547K 0.01%
7,127
-84
FVD icon
512
First Trust Value Line Dividend Fund
FVD
$8.55B
$546K 0.01%
13,627
+90
DAY icon
513
Dayforce
DAY
$11.1B
$543K 0.01%
8,112
-1,974
VICI icon
514
VICI Properties
VICI
$30.4B
$542K 0.01%
17,255
+349
DRI icon
515
Darden Restaurants
DRI
$20.6B
$542K 0.01%
3,242
+1,172
BBY icon
516
Best Buy
BBY
$16.3B
$540K 0.01%
6,592
+122
UNM icon
517
Unum
UNM
$12.7B
$538K 0.01%
11,272
+558
HPE icon
518
Hewlett Packard
HPE
$28.9B
$536K 0.01%
31,884
-748
CNI icon
519
Canadian National Railway
CNI
$59.6B
$533K 0.01%
4,399
+403
KMX icon
520
CarMax
KMX
$5.77B
$533K 0.01%
6,363
-24
RMD icon
521
ResMed
RMD
$37B
$532K 0.01%
2,434
+8
O icon
522
Realty Income
O
$52.7B
$527K 0.01%
8,819
+1,195
NNN icon
523
NNN REIT
NNN
$7.79B
$527K 0.01%
12,307
+4,115
LDOS icon
524
Leidos
LDOS
$24.4B
$526K 0.01%
5,946
+193
CINF icon
525
Cincinnati Financial
CINF
$26.2B
$525K 0.01%
5,394
-1,897