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
526
$416K 0.01%
5,411
527
$412K 0.01%
5,439
-4,120
528
$410K 0.01%
2,394
+29
529
$409K 0.01%
8,996
530
$405K 0.01%
17,544
+358
531
$401K 0.01%
45,000
-8,350
532
$400K 0.01%
6,636
+808
533
$400K 0.01%
4,936
+60
534
$396K 0.01%
10,973
-54
535
$393K 0.01%
3,260
+236
536
$391K 0.01%
+11,973
537
$391K 0.01%
4,391
-1,310
538
$389K 0.01%
+2,355
539
$388K 0.01%
1,675
+155
540
$388K 0.01%
10,795
541
$384K 0.01%
6,045
+105
542
$384K 0.01%
3,500
-121
543
$383K 0.01%
3,318
544
$378K 0.01%
12,744
+37
545
$378K 0.01%
4,166
+7
546
$375K 0.01%
7,784
+377
547
$374K 0.01%
10,748
+87
548
$374K 0.01%
3,258
-1,059
549
$373K 0.01%
8,583
550
$373K 0.01%
4,314
+80
20 21
22
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