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
676
$191K ﹤0.01%
19,705
-284
677
$188K ﹤0.01%
15,044
-5,831
678
$177K ﹤0.01%
+10,579
679
$177K ﹤0.01%
16,015
-46,771
680
$167K ﹤0.01%
18,912
+4,320
681
$163K ﹤0.01%
18,369
+529
682
$163K ﹤0.01%
13,394
-921
683
$155K ﹤0.01%
14,771
-17,527
684
$154K ﹤0.01%
10,116
+332
685
$151K ﹤0.01%
+21,831
686
$144K ﹤0.01%
10,206
+97
687
$142K ﹤0.01%
15,221
-5,870
688
$141K ﹤0.01%
2,088
+39
689
$139K ﹤0.01%
14,388
-7,592
690
$132K ﹤0.01%
19,304
-9,285
691
$131K ﹤0.01%
+10,500
692
$128K ﹤0.01%
14,891
-1,713
693
$127K ﹤0.01%
25,418
+11,506
694
$126K ﹤0.01%
22,150
+2,595
695
$124K ﹤0.01%
16,217
+6,024
696
$123K ﹤0.01%
13,689
+1,573
697
$117K ﹤0.01%
12,410
-2,980
698
$117K ﹤0.01%
+10,690
699
$112K ﹤0.01%
10,657
-2,340
700
$107K ﹤0.01%
+10,221
26 27
28
29 30