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
626
$275K 0.01%
2,700
627
$273K 0.01%
4,838
-975
628
$273K 0.01%
33,423
+110
629
$271K 0.01%
1,568
630
$271K 0.01%
2,635
+147
631
$271K 0.01%
7,035
-199
632
$271K 0.01%
4,395
+6
633
$268K 0.01%
2,024
-11
634
$268K 0.01%
6,410
+129
635
$268K 0.01%
16,548
+5,458
636
$267K 0.01%
8,103
-1,072
637
$266K 0.01%
+5,568
638
$264K 0.01%
6,772
+876
639
$261K 0.01%
7,587
640
$261K 0.01%
5,335
-42
641
$258K 0.01%
3,096
+20
642
$256K 0.01%
4,225
+137
643
$254K 0.01%
3,129
+40
644
$253K 0.01%
2,910
645
$252K 0.01%
29,001
646
$251K 0.01%
+11,027
647
$249K 0.01%
13,861
-841
648
$249K 0.01%
5,048
649
$249K 0.01%
+56,205
650
$248K 0.01%
6,718
+92
24 25
26
27 28