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
626
$361K 0.01%
16,800
-3,296
627
$361K 0.01%
3,102
+178
628
$361K 0.01%
11,113
629
$360K 0.01%
2,393
+42
630
$358K 0.01%
3,494
+37
631
$358K 0.01%
9,057
-1,011
632
$357K 0.01%
7,186
-58
633
$355K 0.01%
5,785
+41
634
$354K 0.01%
+904
635
$351K 0.01%
3,106
636
$348K 0.01%
1,679
+190
637
$346K 0.01%
6,433
+36
638
$346K 0.01%
15,914
+55
639
$345K 0.01%
3,847
+25
640
$345K 0.01%
72
+1
641
$344K 0.01%
16,615
+2,613
642
$344K 0.01%
3,862
-17
643
$343K 0.01%
+1,950
644
$343K 0.01%
5,873
+2,122
645
$341K 0.01%
1,049
+29
646
$339K 0.01%
7,400
-399
647
$338K 0.01%
4,652
-153
648
$338K 0.01%
+7,371
649
$338K 0.01%
10,296
-3,260
650
$338K 0.01%
4,347
+172
24 25
26
27 28