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
626
$393K 0.01%
1,485
-26
627
$392K 0.01%
13,527
+3,069
628
$380K 0.01%
1,206
+192
629
$380K 0.01%
11,640
630
$379K 0.01%
7,556
+1,128
631
$379K 0.01%
1,492
+26
632
$378K 0.01%
4,319
+258
633
$375K 0.01%
8,483
634
$375K 0.01%
1,647
+157
635
$375K 0.01%
2,760
+24
636
$374K 0.01%
5,315
+650
637
$371K 0.01%
275
-188
638
$370K 0.01%
1,465
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639
$370K 0.01%
8,561
-1,564
640
$369K 0.01%
1,026
-23
641
$368K 0.01%
8,471
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642
$368K 0.01%
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643
$368K 0.01%
5,925
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644
$367K 0.01%
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645
$366K 0.01%
15,066
+2,545
646
$366K 0.01%
11,113
647
$364K 0.01%
11,198
-3,720
648
$362K 0.01%
5,709
-76
649
$362K 0.01%
+9,010
650
$362K 0.01%
3,106
24 25
26
27 28