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
676
$341K 0.01%
3,768
+286
677
$340K 0.01%
4,460
-51
678
$340K 0.01%
+4,355
679
$338K 0.01%
8,967
+1,158
680
$338K 0.01%
959
+21
681
$333K ﹤0.01%
20,559
+3,944
682
$332K ﹤0.01%
5,600
683
$332K ﹤0.01%
985
-31
684
$331K ﹤0.01%
3,237
+24
685
$328K ﹤0.01%
3,220
-404
686
$324K ﹤0.01%
1,000
+15
687
$324K ﹤0.01%
7,568
-730
688
$322K ﹤0.01%
4,552
+946
689
$321K ﹤0.01%
5,384
+517
690
$321K ﹤0.01%
21,000
+700
691
$320K ﹤0.01%
1,940
+347
692
$319K ﹤0.01%
5,945
+35
693
$318K ﹤0.01%
1,738
+243
694
$317K ﹤0.01%
3,628
-319
695
$317K ﹤0.01%
2,864
696
$314K ﹤0.01%
6,094
+75
697
$314K ﹤0.01%
13,309
-834
698
$313K ﹤0.01%
2,328
+61
699
$312K ﹤0.01%
13,646
+207
700
$312K ﹤0.01%
3,026
-468
26 27
28
29 30