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
676
$284K ﹤0.01%
5,036
-373
677
$283K ﹤0.01%
2,858
-4
678
$281K ﹤0.01%
1,835
-836
679
$280K ﹤0.01%
7,393
-985
680
$279K ﹤0.01%
14,903
681
$278K ﹤0.01%
1,716
-1,350
682
$278K ﹤0.01%
1,397
+148
683
$276K ﹤0.01%
3,598
-154
684
$274K ﹤0.01%
5,001
+758
685
$274K ﹤0.01%
3,774
+177
686
$273K ﹤0.01%
6,181
+37
687
$272K ﹤0.01%
3,985
-1,000
688
$271K ﹤0.01%
1,556
-11
689
$270K ﹤0.01%
5,190
+537
690
$269K ﹤0.01%
2,467
-467
691
$268K ﹤0.01%
+5,400
692
$265K ﹤0.01%
3,694
-271
693
$263K ﹤0.01%
+1,451
694
$262K ﹤0.01%
15,801
-2,296
695
$262K ﹤0.01%
3,930
696
$262K ﹤0.01%
22,473
+178
697
$261K ﹤0.01%
1,525
+197
698
$260K ﹤0.01%
870
-317
699
$260K ﹤0.01%
9,772
-279
700
$260K ﹤0.01%
2,472
+6
26 27
28
29 30