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
551
$485K 0.01%
4,220
552
$482K 0.01%
3,978
+1,213
553
$481K 0.01%
3,639
-209
554
$481K 0.01%
+32,500
555
$481K 0.01%
5,216
-31
556
$477K 0.01%
2,494
-30
557
$475K 0.01%
1,204
+4
558
$470K 0.01%
7,831
+3,754
559
$470K 0.01%
8,455
+289
560
$470K 0.01%
1,082
-61
561
$470K 0.01%
1,454
562
$467K 0.01%
4,200
563
$464K 0.01%
6,574
+161
564
$463K 0.01%
898
+22
565
$463K 0.01%
7,485
+1,713
566
$461K 0.01%
7,726
+123
567
$460K 0.01%
32,307
+5,118
568
$458K 0.01%
6,884
-49
569
$458K 0.01%
2,779
-13
570
$454K 0.01%
15,416
+295
571
$451K 0.01%
25,748
572
$447K 0.01%
9,306
-98
573
$443K 0.01%
6,448
+20
574
$443K 0.01%
3,986
+20
575
$441K 0.01%
3,338
+147
21 22
23
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