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
576
$441K 0.01%
4,080
-389
577
$440K 0.01%
37,942
+15,499
578
$440K 0.01%
3,942
-679
579
$439K 0.01%
5,328
+70
580
$438K 0.01%
6,927
+385
581
$437K 0.01%
11,935
-1
582
$437K 0.01%
1,511
-84
583
$437K 0.01%
1,371
+44
584
$437K 0.01%
5,072
-345
585
$434K 0.01%
1,933
-10
586
$434K 0.01%
4,880
+1,460
587
$432K 0.01%
27,968
+7,105
588
$428K 0.01%
1,769
+42
589
$427K 0.01%
8,298
-254
590
$425K 0.01%
2,974
+34
591
$424K 0.01%
5,268
+22
592
$424K 0.01%
7,754
593
$423K 0.01%
5,589
594
$422K 0.01%
12,336
595
$420K 0.01%
4,439
+116
596
$419K 0.01%
49,840
597
$417K 0.01%
6,483
+30
598
$417K 0.01%
9,777
-92
599
$416K 0.01%
19,115
+876
600
$416K 0.01%
1,593
-1,003
22 23
24
25 26