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
576
$276K 0.01%
+7,350
577
$274K 0.01%
7,402
-2,361
578
$273K 0.01%
27,702
579
$271K 0.01%
10,104
580
$269K 0.01%
6,135
+150
581
$269K 0.01%
15,651
+2,591
582
$269K 0.01%
+551
583
$268K 0.01%
18,251
+5,600
584
$267K 0.01%
9,906
585
$266K 0.01%
4,466
-10
586
$266K 0.01%
2,640
587
$265K 0.01%
19,511
-278
588
$265K 0.01%
20,800
589
$263K 0.01%
5,333
-497
590
$263K 0.01%
11,612
591
$263K 0.01%
2,559
-1,370
592
$260K 0.01%
49,221
-139,799
593
$259K 0.01%
15,289
-11,794
594
$256K 0.01%
5,736
-1
595
$256K 0.01%
5,611
+340
596
$256K 0.01%
1,406
-119
597
$255K 0.01%
2,502
-301
598
$255K 0.01%
16,245
+69
599
$255K 0.01%
+52,734
600
$254K 0.01%
4,687
-1,641
22 23
24
25 26