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
526
$534K 0.01%
18,370
+53
527
$530K 0.01%
10,792
+5,204
528
$529K 0.01%
2,834
+320
529
$524K 0.01%
9,906
530
$523K 0.01%
10,695
-978
531
$519K 0.01%
37,949
+14
532
$517K 0.01%
9,365
533
$514K 0.01%
13,114
+51
534
$514K 0.01%
5,350
+104
535
$512K 0.01%
+10,380
536
$512K 0.01%
9,148
+182
537
$511K 0.01%
3,253
+182
538
$510K 0.01%
5,340
-228
539
$510K 0.01%
13,806
+130
540
$509K 0.01%
9,525
-380
541
$508K 0.01%
11,341
+772
542
$506K 0.01%
19,622
-1,781
543
$506K 0.01%
9,150
-26
544
$506K 0.01%
4,750
545
$503K 0.01%
1,655
+14
546
$492K 0.01%
4,489
-262
547
$491K 0.01%
5,709
+79
548
$490K 0.01%
3,568
+73
549
$489K 0.01%
7,850
+395
550
$487K 0.01%
8,007
20 21
22
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