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
601
$415K 0.01%
30,626
-1,403
602
$412K 0.01%
1,981
+519
603
$411K 0.01%
5,883
+177
604
$409K 0.01%
17,222
-363
605
$408K 0.01%
4,311
606
$407K 0.01%
1,006
+20
607
$406K 0.01%
1,529
-76
608
$406K 0.01%
10,613
609
$402K 0.01%
3,843
-12
610
$401K 0.01%
7,965
+291
611
$399K 0.01%
5,402
+18
612
$399K 0.01%
4,752
-60
613
$395K 0.01%
1,105
+188
614
$392K 0.01%
14,333
-650
615
$389K 0.01%
3,768
+132
616
$388K 0.01%
13,492
617
$388K 0.01%
18,334
618
$376K 0.01%
3,015
619
$375K 0.01%
14,918
620
$374K 0.01%
9,996
621
$372K 0.01%
+50,300
622
$371K 0.01%
6,680
-279
623
$367K 0.01%
12,339
+2,614
624
$365K 0.01%
8,483
625
$362K 0.01%
3,595
+7
23 24
25
26 27