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
501
$620K 0.01%
6,672
+98
502
$619K 0.01%
8,009
-2,201
503
$617K 0.01%
7,298
-210
504
$617K 0.01%
240,000
505
$615K 0.01%
41,258
+8,758
506
$608K 0.01%
20,308
-196
507
$603K 0.01%
33,810
+1,204
508
$601K 0.01%
6,520
-15
509
$600K 0.01%
3,282
+18
510
$597K 0.01%
1,054
-28
511
$596K 0.01%
14,482
-641
512
$595K 0.01%
+17,972
513
$593K 0.01%
14,162
+39
514
$588K 0.01%
7,576
+35
515
$584K 0.01%
5,296
+546
516
$580K 0.01%
8,260
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517
$575K 0.01%
16,007
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518
$571K 0.01%
8,407
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519
$570K 0.01%
9,279
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520
$569K 0.01%
3,358
-671
521
$567K 0.01%
2,544
+50
522
$567K 0.01%
13,185
+71
523
$565K 0.01%
4,028
+50
524
$564K 0.01%
1,160
-44
525
$562K 0.01%
8,633
+907
19 20
21
22 23