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
551
$372K 0.01%
5,902
-65
552
$372K 0.01%
10,264
+2,592
553
$372K 0.01%
4,462
-1,131
554
$371K 0.01%
9,751
-545
555
$371K 0.01%
24,224
+1,222
556
$369K 0.01%
11,520
-36
557
$363K 0.01%
4,716
558
$362K 0.01%
6,647
-220
559
$361K 0.01%
11,778
+1,527
560
$361K 0.01%
+16,568
561
$360K 0.01%
10,382
+1,639
562
$356K 0.01%
26,552
+4,989
563
$355K 0.01%
4,595
+76
564
$355K 0.01%
14,858
+1,260
565
$353K 0.01%
7,788
-2,500
566
$352K 0.01%
7,317
-62
567
$348K 0.01%
8,672
+147
568
$344K 0.01%
8,379
569
$342K 0.01%
5,723
570
$340K 0.01%
7,745
+1,777
571
$339K 0.01%
8,039
+182
572
$338K 0.01%
2,739
-497
573
$337K 0.01%
+6,180
574
$336K 0.01%
3,441
-690
575
$335K 0.01%
4,927
+88
21 22
23
24 25