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
601
$355K 0.01%
9,996
602
$355K 0.01%
7,134
-96
603
$353K 0.01%
18,811
-329
604
$352K 0.01%
13,122
+469
605
$352K 0.01%
2,351
+13
606
$349K 0.01%
3,663
607
$349K 0.01%
3,636
+288
608
$348K 0.01%
3,106
+62
609
$347K 0.01%
4,635
+59
610
$347K 0.01%
4,061
-1,924
611
$346K 0.01%
3,566
-72
612
$346K 0.01%
10,613
-1,058
613
$344K 0.01%
+2,864
614
$343K 0.01%
6,822
-859
615
$342K 0.01%
+12,895
616
$342K 0.01%
6,328
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617
$339K 0.01%
1,556
618
$338K 0.01%
6,000
619
$336K 0.01%
12,161
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620
$334K 0.01%
2,825
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621
$332K 0.01%
5,600
622
$332K 0.01%
851
-13
623
$331K 0.01%
1,705
-83
624
$330K 0.01%
7,405
+2,374
625
$330K 0.01%
70
23 24
25
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