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
676
$233K 0.01%
9,897
-340
677
$232K 0.01%
1,681
678
$230K 0.01%
+7,511
679
$230K 0.01%
236
680
$229K 0.01%
3,835
681
$228K 0.01%
2,890
-55
682
$228K 0.01%
+7,256
683
$226K 0.01%
4,629
-2,109
684
$226K 0.01%
1,213
685
$225K 0.01%
+2,686
686
$225K 0.01%
5,522
687
$223K 0.01%
+2,761
688
$223K 0.01%
4,183
689
$223K 0.01%
6,863
-2,326
690
$222K 0.01%
2,749
+38
691
$221K 0.01%
+5,702
692
$221K 0.01%
186
+79
693
$220K 0.01%
12,822
694
$220K 0.01%
+3,668
695
$220K 0.01%
6,927
-1,027
696
$219K 0.01%
6,329
+181
697
$215K 0.01%
+2,031
698
$215K 0.01%
7,378
-657
699
$215K 0.01%
6,760
-1,032
700
$214K 0.01%
1,068
-120
26 27
28
29 30