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
601
$253K 0.01%
5,243
-243
602
$253K 0.01%
11,840
603
$253K 0.01%
6,017
+71
604
$252K 0.01%
5,437
-60
605
$252K 0.01%
4,482
-728
606
$252K 0.01%
19,700
+900
607
$252K 0.01%
3,597
-853
608
$250K 0.01%
10,171
-1,669
609
$249K 0.01%
7,321
+190
610
$249K 0.01%
14,395
-5,483
611
$247K 0.01%
36,630
+1,277
612
$247K 0.01%
28,301
+3,605
613
$246K 0.01%
7,438
+224
614
$245K 0.01%
3,644
-304
615
$245K 0.01%
5,606
+110
616
$245K 0.01%
8,279
-62
617
$244K 0.01%
1,106
-251
618
$244K 0.01%
5,987
-148
619
$243K 0.01%
2,932
+35
620
$242K 0.01%
3,594
-16
621
$242K 0.01%
141,282
+128,894
622
$241K 0.01%
4,441
-206
623
$240K 0.01%
+7,660
624
$239K 0.01%
4,117
-4,462
625
$238K 0.01%
4,503
23 24
25
26 27