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
$5.88B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$32.4M
3
+$20.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.77M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$11.1M
4
MA icon
Mastercard
MA
+$3.63M
5
CB icon
Chubb
CB
+$3.32M

Sector Composition

1 Technology 5.43%
2 Financials 4.44%
3 Communication Services 3.68%
4 Healthcare 3.11%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$305K 0.01%
3,604
-3,983
652
$304K 0.01%
19,316
+5,625
653
$304K 0.01%
4,941
+188
654
$303K 0.01%
2,807
-103
655
$303K 0.01%
8,996
+1,762
656
$302K 0.01%
3,356
-104
657
$302K 0.01%
3,682
-22
658
$299K 0.01%
6,379
-302
659
$298K 0.01%
2,449
+18
660
$297K 0.01%
18,900
-4,979
661
$297K 0.01%
968
-372
662
$296K 0.01%
5,285
-425
663
$296K 0.01%
9,999
664
$296K 0.01%
2,407
-106
665
$294K 0.01%
13,833
+467
666
$294K 0.01%
1,458
+36
667
$293K 0.01%
11,640
668
$292K 0.01%
2,864
+238
669
$292K 0.01%
3,213
670
$292K 0.01%
+3,412
671
$291K 0.01%
4,784
-47
672
$289K ﹤0.01%
1,456
+29
673
$287K ﹤0.01%
15,000
-5,000
674
$285K ﹤0.01%
1,686
+11
675
$284K ﹤0.01%
5,066
+285
25 26
27
28 29