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
576
$469K 0.01%
6,699
+216
577
$465K 0.01%
5,053
-19
578
$464K 0.01%
5,219
-131
579
$463K 0.01%
5,309
+41
580
$460K 0.01%
17,307
+85
581
$459K 0.01%
3,920
+77
582
$459K 0.01%
12,336
583
$459K 0.01%
5,948
+65
584
$458K 0.01%
1,634
+105
585
$457K 0.01%
38,037
+95
586
$455K 0.01%
12,084
+149
587
$451K 0.01%
2,758
+124
588
$451K 0.01%
3,311
-769
589
$446K 0.01%
9,725
-52
590
$440K 0.01%
13,124
+785
591
$440K 0.01%
6,927
592
$439K 0.01%
9,468
-2,000
593
$438K 0.01%
3,700
-500
594
$437K 0.01%
28,360
+392
595
$437K 0.01%
1,146
+242
596
$437K 0.01%
10,431
-910
597
$436K 0.01%
6,388
-60
598
$433K 0.01%
4,264
-1,014
599
$432K 0.01%
10,259
-151
600
$431K 0.01%
73
+1
22 23
24
25 26