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
526
$561K 0.01%
22,166
+2,544
527
$561K 0.01%
4,241
+988
528
$560K 0.01%
1,675
+20
529
$558K 0.01%
9,290
-75
530
$557K 0.01%
7,035
+45
531
$557K 0.01%
1,351
-1,025
532
$555K 0.01%
18,334
533
$554K 0.01%
11,931
534
$552K 0.01%
7,125
-26
535
$550K 0.01%
8,007
536
$544K 0.01%
15,206
+1,400
537
$544K 0.01%
914
+16
538
$542K 0.01%
3,024
+50
539
$540K 0.01%
9,906
540
$539K 0.01%
3,455
+117
541
$538K 0.01%
4,959
+207
542
$538K 0.01%
10,122
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543
$534K 0.01%
7,735
+18
544
$534K 0.01%
5,319
+103
545
$533K 0.01%
8,812
+981
546
$531K 0.01%
6,261
-6,301
547
$529K 0.01%
10,612
-194
548
$524K 0.01%
3,846
+278
549
$521K 0.01%
7,637
+957
550
$520K 0.01%
13,301
-363
20 21
22
23 24