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
$5.88B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$32.4M
3
+$20.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.77M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$11.1M
4
MA icon
Mastercard
MA
+$3.63M
5
CB icon
Chubb
CB
+$3.32M

Sector Composition

1 Technology 5.43%
2 Financials 4.44%
3 Communication Services 3.68%
4 Healthcare 3.11%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$416K 0.01%
6,037
552
$416K 0.01%
3,448
-64
553
$415K 0.01%
4,682
-323
554
$415K 0.01%
8,225
555
$411K 0.01%
2,503
-344
556
$410K 0.01%
1,945
557
$409K 0.01%
9,499
558
$409K 0.01%
6,814
+2,203
559
$407K 0.01%
2,966
+20
560
$406K 0.01%
37,976
+878
561
$405K 0.01%
1,712
-34
562
$405K 0.01%
6,462
563
$405K 0.01%
4,311
+500
564
$399K 0.01%
6,406
565
$396K 0.01%
5,336
+19
566
$396K 0.01%
872
+4
567
$395K 0.01%
1,145
+227
568
$394K 0.01%
10,148
-2,398
569
$393K 0.01%
13,492
-4,416
570
$391K 0.01%
5,572
+282
571
$391K 0.01%
4,477
+1,165
572
$389K 0.01%
5,899
-936
573
$386K 0.01%
15,121
-421
574
$383K 0.01%
7,754
+51
575
$383K 0.01%
2,410
+48
21 22
23
24 25