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
701
$258K ﹤0.01%
4,785
702
$258K ﹤0.01%
907
703
$257K ﹤0.01%
870
704
$255K ﹤0.01%
6,756
+380
705
$255K ﹤0.01%
1,727
+87
706
$254K ﹤0.01%
4,261
+52
707
$253K ﹤0.01%
2,185
708
$253K ﹤0.01%
5,653
-432
709
$252K ﹤0.01%
6,540
-156
710
$251K ﹤0.01%
+1,919
711
$251K ﹤0.01%
3,960
-16
712
$250K ﹤0.01%
5,037
-100
713
$250K ﹤0.01%
2,555
714
$248K ﹤0.01%
+1,077
715
$248K ﹤0.01%
24,320
-114
716
$246K ﹤0.01%
2,236
+44
717
$246K ﹤0.01%
906
+8
718
$244K ﹤0.01%
3,294
-316
719
$243K ﹤0.01%
1,160
720
$243K ﹤0.01%
1,830
-714
721
$243K ﹤0.01%
1,616
-216
722
$242K ﹤0.01%
3,210
723
$242K ﹤0.01%
+12,230
724
$242K ﹤0.01%
2,937
+41
725
$241K ﹤0.01%
+2,108
27 28
29
30 31