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
651
$361K 0.01%
1,414
652
$361K 0.01%
3,294
+329
653
$360K 0.01%
4,828
+201
654
$359K 0.01%
3,934
+78
655
$359K 0.01%
1,730
+6
656
$358K 0.01%
25,748
657
$357K 0.01%
26,359
-4,267
658
$356K 0.01%
3,872
+25
659
$354K 0.01%
4,197
+532
660
$354K 0.01%
7,371
661
$354K 0.01%
50,300
662
$354K 0.01%
3,286
-1,203
663
$353K 0.01%
3,734
+669
664
$350K 0.01%
16,523
+4,273
665
$350K 0.01%
13,135
-1,198
666
$350K 0.01%
4,576
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667
$349K 0.01%
8,280
668
$349K 0.01%
4,000
+585
669
$348K 0.01%
3,320
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670
$346K 0.01%
3,039
-63
671
$346K 0.01%
3,128
+402
672
$345K 0.01%
8,302
+1,226
673
$345K 0.01%
927
-178
674
$343K 0.01%
5,006
-6
675
$341K 0.01%
4,193
-1,209
25 26
27
28 29