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
676
$303K ﹤0.01%
3,667
-13
677
$302K ﹤0.01%
40,147
+848
678
$301K ﹤0.01%
1,466
+27
679
$301K ﹤0.01%
2,005
+21
680
$300K ﹤0.01%
938
+25
681
$299K ﹤0.01%
793
+37
682
$298K ﹤0.01%
6,019
+110
683
$298K ﹤0.01%
5,659
+54
684
$297K ﹤0.01%
10,086
-9,280
685
$296K ﹤0.01%
3,500
-2,500
686
$295K ﹤0.01%
3,856
+127
687
$295K ﹤0.01%
2,864
688
$294K ﹤0.01%
10,400
-19,114
689
$292K ﹤0.01%
1,490
+64
690
$292K ﹤0.01%
+21,180
691
$292K ﹤0.01%
1,724
-16
692
$291K ﹤0.01%
6,191
+40
693
$291K ﹤0.01%
13,439
+222
694
$290K ﹤0.01%
1,864
+96
695
$290K ﹤0.01%
985
-8
696
$290K ﹤0.01%
2,077
-2
697
$288K ﹤0.01%
7,065
+159
698
$288K ﹤0.01%
2,634
+210
699
$287K ﹤0.01%
830
+257
700
$286K ﹤0.01%
12,521
+778
26 27
28
29 30