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
701
$286K ﹤0.01%
7,809
-847
702
$285K ﹤0.01%
11,537
+550
703
$285K ﹤0.01%
4,810
-302
704
$285K ﹤0.01%
4,504
+4
705
$284K ﹤0.01%
14,143
+721
706
$284K ﹤0.01%
7,235
707
$282K ﹤0.01%
3,482
+40
708
$282K ﹤0.01%
4,627
+264
709
$281K ﹤0.01%
3,415
+156
710
$280K ﹤0.01%
+6,428
711
$279K ﹤0.01%
9,817
712
$279K ﹤0.01%
6,566
+710
713
$279K ﹤0.01%
11,151
+95
714
$279K ﹤0.01%
11,350
715
$278K ﹤0.01%
4,500
-146
716
$277K ﹤0.01%
1,014
-82
717
$276K ﹤0.01%
5,001
718
$276K ﹤0.01%
3,213
-20
719
$276K ﹤0.01%
3,665
-888
720
$274K ﹤0.01%
+3,487
721
$273K ﹤0.01%
+578
722
$273K ﹤0.01%
5,783
-4,120
723
$272K ﹤0.01%
1,593
-203
724
$272K ﹤0.01%
5,910
725
$271K ﹤0.01%
2,726
-217
27 28
29
30 31