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
551
$520K 0.01%
9,286
-20
552
$514K 0.01%
27,037
+7,922
553
$512K 0.01%
32,452
+145
554
$510K 0.01%
5,857
+517
555
$505K 0.01%
5,558
+2,071
556
$504K 0.01%
8,661
-259
557
$504K 0.01%
8,145
+180
558
$503K 0.01%
5,061
+750
559
$501K 0.01%
7,935
+450
560
$499K 0.01%
3,090
-531
561
$491K 0.01%
8,785
-365
562
$490K 0.01%
13,624
-3,176
563
$486K 0.01%
10,486
-209
564
$485K 0.01%
+9,520
565
$485K 0.01%
1,796
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566
$484K 0.01%
3,654
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567
$483K 0.01%
5,637
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568
$481K 0.01%
4,220
569
$481K 0.01%
3,099
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570
$477K 0.01%
3,991
+49
571
$475K 0.01%
3,996
+10
572
$475K 0.01%
29,946
-11,730
573
$473K 0.01%
4,384
-55
574
$473K 0.01%
1,933
575
$472K 0.01%
7,754
21 22
23
24 25