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
551
$308K 0.01%
5,600
-720
552
$308K 0.01%
2,060
-44
553
$306K 0.01%
4,098
+1,246
554
$306K 0.01%
3,570
-247
555
$304K 0.01%
10,361
+348
556
$299K 0.01%
6,315
+52
557
$298K 0.01%
4,320
+48
558
$298K 0.01%
8,625
+62
559
$296K 0.01%
4,620
-80
560
$295K 0.01%
2,556
-150
561
$295K 0.01%
3,108
-141
562
$292K 0.01%
22,143
+3,529
563
$292K 0.01%
8,102
-2,406
564
$290K 0.01%
+8,181
565
$287K 0.01%
2,404
-316
566
$287K 0.01%
2,664
-497
567
$286K 0.01%
1,808
-278
568
$286K 0.01%
3,074
+199
569
$286K 0.01%
7,891
-4,671
570
$282K 0.01%
19,019
-5,749
571
$282K 0.01%
6,650
+1,790
572
$281K 0.01%
3,999
+126
573
$280K 0.01%
2,534
+70
574
$279K 0.01%
1,605
+90
575
$276K 0.01%
2,991
-1,518
21 22
23
24 25