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
501
$589K 0.01%
3,790
-11
502
$582K 0.01%
13,664
+151
503
$577K 0.01%
17,267
-17,077
504
$575K 0.01%
15,604
-238
505
$570K 0.01%
4,168
+52
506
$568K 0.01%
1,427
-32
507
$568K 0.01%
6,206
+116
508
$566K 0.01%
15,500
-300
509
$562K 0.01%
3,430
+19
510
$562K 0.01%
4,029
-358
511
$558K 0.01%
5,278
+907
512
$556K 0.01%
9,122
+135
513
$555K 0.01%
6,121
-623
514
$552K 0.01%
6,990
+84
515
$550K 0.01%
32,054
+745
516
$546K 0.01%
4,548
+48
517
$545K 0.01%
7,151
+91
518
$544K 0.01%
3,264
+50
519
$544K 0.01%
3,240
+16
520
$544K 0.01%
11,931
521
$542K 0.01%
7,717
+2,363
522
$541K 0.01%
11,305
+63
523
$538K 0.01%
15,123
+3,341
524
$536K 0.01%
8,920
+3,703
525
$536K 0.01%
7,541
+21
19 20
21
22 23