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
601
$303K 0.01%
3,089
+77
602
$301K 0.01%
4,599
-96
603
$300K 0.01%
4,816
-15
604
$300K 0.01%
6,429
-206
605
$299K 0.01%
10,082
+471
606
$299K 0.01%
2,650
607
$298K 0.01%
7,302
608
$298K 0.01%
1,046
+4
609
$297K 0.01%
2,002
+16
610
$296K 0.01%
10,000
611
$293K 0.01%
7,688
+206
612
$292K 0.01%
5,618
+20
613
$291K 0.01%
2,180
+1
614
$291K 0.01%
6,226
615
$291K 0.01%
2,435
-3
616
$288K 0.01%
3,140
617
$288K 0.01%
5,315
618
$287K 0.01%
17,191
+703
619
$285K 0.01%
5,571
-337
620
$285K 0.01%
+5,240
621
$282K 0.01%
+10,977
622
$282K 0.01%
8,746
-318
623
$281K 0.01%
20,285
-20,285
624
$278K 0.01%
21,576
-2,564
625
$277K 0.01%
5,258
23 24
25
26 27