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
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$218K 0.01%
7,838
652
$217K 0.01%
11,350
653
$216K 0.01%
10,378
+227
654
$213K 0.01%
1,795
-163
655
$212K 0.01%
4,167
+14
656
$212K 0.01%
1,167
+15
657
$211K 0.01%
3,191
+289
658
$210K 0.01%
25,527
+195
659
$210K 0.01%
40,575
+7,121
660
$209K 0.01%
+8,419
661
$209K 0.01%
+3,015
662
$208K 0.01%
28,200
663
$208K 0.01%
4,202
664
$206K 0.01%
5,560
+1,170
665
$206K 0.01%
+4,902
666
$205K 0.01%
2,155
-80
667
$204K ﹤0.01%
+4,121
668
$203K ﹤0.01%
+12,428
669
$201K ﹤0.01%
10,612
+860
670
$201K ﹤0.01%
6,272
+56
671
$201K ﹤0.01%
6,317
+126
672
$201K ﹤0.01%
+605
673
$195K ﹤0.01%
15,863
-2,416
674
$192K ﹤0.01%
5,107
+471
675
$191K ﹤0.01%
23,474
-3,135
25 26
27
28 29