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
651
$247K 0.01%
22,083
+649
652
$247K 0.01%
1,810
+36
653
$246K 0.01%
+9,100
654
$244K 0.01%
28,452
-2,210
655
$243K 0.01%
4,300
-5
656
$243K 0.01%
10,197
-255
657
$242K 0.01%
4,606
+76
658
$242K 0.01%
5,613
-117
659
$241K 0.01%
7,256
-83
660
$241K 0.01%
+4,078
661
$241K 0.01%
5,328
662
$240K 0.01%
+7,635
663
$240K 0.01%
5,725
+96
664
$239K 0.01%
5,250
-1,300
665
$239K 0.01%
+1,983
666
$238K 0.01%
4,847
+45
667
$238K 0.01%
2,771
+149
668
$237K 0.01%
3,795
-1,153
669
$236K 0.01%
2,624
-100
670
$236K 0.01%
4,271
+301
671
$235K 0.01%
7,220
672
$235K 0.01%
1,626
673
$235K 0.01%
3,922
+271
674
$233K 0.01%
1,633
675
$233K 0.01%
4,480
25 26
27
28 29