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
$4.2B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$15.5M
3
+$2.59M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$44.3M
2
+$14M
3
+$8.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Sector Composition

1 Financials 5.01%
2 Energy 4.86%
3 Healthcare 4.03%
4 Technology 3.68%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$473K 0.01%
8,538
+234
502
$473K 0.01%
34,255
+595
503
$472K 0.01%
9,750
504
$472K 0.01%
10,491
-751
505
$471K 0.01%
13,594
+6,270
506
$471K 0.01%
28,546
-6,174
507
$466K 0.01%
+28,996
508
$465K 0.01%
32,011
+20
509
$462K 0.01%
8,074
+236
510
$458K 0.01%
12,813
-244
511
$455K 0.01%
7,688
+65
512
$455K 0.01%
7,513
-89
513
$452K 0.01%
4,606
+139
514
$447K 0.01%
7,122
+230
515
$446K 0.01%
6,540
-706
516
$445K 0.01%
18,508
-5,458
517
$442K 0.01%
27,361
-738
518
$439K 0.01%
4,112
+1,011
519
$439K 0.01%
13,998
520
$433K 0.01%
23,749
+774
521
$428K 0.01%
4,355
+73
522
$426K 0.01%
6,595
523
$422K 0.01%
16,237
-6,257
524
$422K 0.01%
18,485
525
$417K 0.01%
15,670
19 20
21
22 23