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
651
$337K 0.01%
1,414
+5
652
$336K 0.01%
11,640
653
$336K 0.01%
5,600
654
$336K 0.01%
2,965
-214
655
$335K 0.01%
4,482
656
$334K 0.01%
16,106
+1,114
657
$332K 0.01%
4,504
+207
658
$330K 0.01%
7,888
+1,062
659
$329K 0.01%
3,065
+102
660
$328K 0.01%
2,736
+102
661
$325K 0.01%
2,247
-82
662
$324K 0.01%
2,623
+155
663
$323K 0.01%
3,624
+1,364
664
$323K 0.01%
3,947
+30
665
$323K 0.01%
5,138
+44
666
$320K 0.01%
4,511
-1,599
667
$319K 0.01%
+8,280
668
$312K 0.01%
5,012
+682
669
$312K 0.01%
1,100
+27
670
$311K 0.01%
3,413
-185
671
$310K 0.01%
1,486
+475
672
$309K 0.01%
10,458
+502
673
$308K 0.01%
8,420
+340
674
$307K ﹤0.01%
2,295
-550
675
$306K ﹤0.01%
10,457
-1,480
25 26
27
28 29