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
601
$428K 0.01%
49,840
602
$428K 0.01%
15,246
-170
603
$428K 0.01%
4,237
-110
604
$424K 0.01%
18,031
-13,382
605
$423K 0.01%
3,015
606
$423K 0.01%
9,203
+3,420
607
$416K 0.01%
3,625
-1,753
608
$414K 0.01%
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-61
609
$414K 0.01%
16,804
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610
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10,105
-508
611
$411K 0.01%
4,814
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612
$408K 0.01%
5,705
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613
$407K 0.01%
6,884
614
$405K 0.01%
9,996
615
$405K 0.01%
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616
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619
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1,029
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620
$403K 0.01%
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$402K 0.01%
2,390
-3
622
$401K 0.01%
5,069
-640
623
$398K 0.01%
3,596
+1
624
$398K 0.01%
+10,244
625
$394K 0.01%
3,760
-8
23 24
25
26 27