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
701
$212K 0.01%
+3,674
702
$211K 0.01%
+5,892
703
$210K 0.01%
3,159
+10
704
$208K 0.01%
4,127
+42
705
$208K 0.01%
+8,000
706
$208K 0.01%
+4,437
707
$206K ﹤0.01%
+6,236
708
$206K ﹤0.01%
4,009
-46
709
$206K ﹤0.01%
+5,064
710
$205K ﹤0.01%
6,554
711
$205K ﹤0.01%
1,218
-8
712
$205K ﹤0.01%
1,651
-494
713
$204K ﹤0.01%
+2,136
714
$202K ﹤0.01%
5,797
715
$201K ﹤0.01%
+6,458
716
$201K ﹤0.01%
2,095
-21
717
$189K ﹤0.01%
10,204
718
$186K ﹤0.01%
11,650
719
$186K ﹤0.01%
11,632
-14,200
720
$181K ﹤0.01%
10,802
-700
721
$179K ﹤0.01%
14,826
+1,105
722
$174K ﹤0.01%
11,807
+668
723
$155K ﹤0.01%
11,887
+263
724
$146K ﹤0.01%
11,550
-700
725
$144K ﹤0.01%
10,184
27 28
29
30 31