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
576
$332K 0.01%
4,768
+246
577
$329K 0.01%
7,743
+386
578
$329K 0.01%
9,600
-2,488
579
$328K 0.01%
9,921
+1,887
580
$327K 0.01%
5,736
-25
581
$326K 0.01%
14,199
-2,834
582
$325K 0.01%
2,533
+32
583
$323K 0.01%
6,121
+592
584
$321K 0.01%
11,647
585
$321K 0.01%
4,953
-206
586
$320K 0.01%
21,609
587
$320K 0.01%
10,950
+3,650
588
$318K 0.01%
6,370
+135
589
$317K 0.01%
8,005
+35
590
$314K 0.01%
6,926
-6,286
591
$313K 0.01%
12,855
592
$313K 0.01%
+28,067
593
$312K 0.01%
4,970
+91
594
$311K 0.01%
109,500
+29,500
595
$306K 0.01%
+3,990
596
$306K 0.01%
3,066
-711
597
$306K 0.01%
7,669
-137
598
$305K 0.01%
13,114
+508
599
$304K 0.01%
8,939
+97
600
$304K 0.01%
10,408
22 23
24
25 26