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
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$345K 0.01%
7,478
-212
527
$344K 0.01%
43,654
+7,367
528
$344K 0.01%
13,932
-3,196
529
$339K 0.01%
1,791
+247
530
$339K 0.01%
3,053
+422
531
$338K 0.01%
2,623
-4
532
$337K 0.01%
7,005
-770
533
$336K 0.01%
7,338
-9,639
534
$334K 0.01%
1,283
+2
535
$334K 0.01%
18,896
-3,993
536
$333K 0.01%
20,696
+3,641
537
$329K 0.01%
28,404
-2,890
538
$328K 0.01%
3,667
-235
539
$325K 0.01%
5,901
-642
540
$324K 0.01%
4,507
-216
541
$324K 0.01%
2,489
+552
542
$321K 0.01%
11,380
+4,689
543
$321K 0.01%
3,572
-1,065
544
$314K 0.01%
6,544
+205
545
$314K 0.01%
7,405
+21
546
$313K 0.01%
+4,918
547
$311K 0.01%
3,097
-64
548
$311K 0.01%
3,581
+476
549
$310K 0.01%
5,430
+166
550
$310K 0.01%
1,721
+28
20 21
22
23 24