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
576
$381K 0.01%
4,152
-122
577
$379K 0.01%
3,015
578
$378K 0.01%
7,674
+41
579
$377K 0.01%
1,720
+10
580
$376K 0.01%
19,904
-17,232
581
$376K 0.01%
1,686
+376
582
$374K 0.01%
5,330
-327
583
$373K 0.01%
3,861
-8
584
$371K 0.01%
2,646
+387
585
$369K 0.01%
15,174
-1,495
586
$368K 0.01%
1,194
+56
587
$368K 0.01%
10,340
+430
588
$367K 0.01%
4,720
-1,540
589
$366K 0.01%
7,670
+44
590
$365K 0.01%
2,845
+110
591
$364K 0.01%
5,075
+652
592
$363K 0.01%
3,004
+1,201
593
$363K 0.01%
2,514
-441
594
$361K 0.01%
8,680
+1,094
595
$359K 0.01%
11,113
+1,153
596
$359K 0.01%
10,442
-635
597
$358K 0.01%
5,362
+52
598
$357K 0.01%
4,500
+56
599
$357K 0.01%
10,982
600
$356K 0.01%
5,860
+7
22 23
24
25 26