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
501
$514K 0.01%
9,906
502
$514K 0.01%
1,236
-568
503
$511K 0.01%
18,317
+201
504
$509K 0.01%
4,493
+17
505
$508K 0.01%
9,047
+721
506
$507K 0.01%
11,896
+2,616
507
$507K 0.01%
8,302
+33
508
$504K 0.01%
7,504
+13
509
$502K 0.01%
5,219
510
$496K 0.01%
2,557
-382
511
$494K 0.01%
13,000
+59
512
$494K 0.01%
2,694
+3
513
$493K 0.01%
4,295
-119
514
$489K 0.01%
2,534
-33
515
$488K 0.01%
3,190
+436
516
$488K 0.01%
29,514
517
$487K 0.01%
7,034
518
$484K 0.01%
8,929
+38
519
$480K 0.01%
4,220
+914
520
$478K 0.01%
9,163
+532
521
$478K 0.01%
11,911
522
$476K 0.01%
7,441
+682
523
$475K 0.01%
11,673
-1,141
524
$473K 0.01%
7,903
525
$471K 0.01%
11,242
-2,323
19 20
21
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