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
701
$312K ﹤0.01%
6,603
+412
702
$310K ﹤0.01%
1,123
-16
703
$310K ﹤0.01%
9,671
-415
704
$307K ﹤0.01%
2,295
705
$306K ﹤0.01%
11,350
706
$306K ﹤0.01%
+979
707
$306K ﹤0.01%
2,554
-69
708
$306K ﹤0.01%
5,552
-74
709
$306K ﹤0.01%
+5,843
710
$304K ﹤0.01%
21,180
711
$302K ﹤0.01%
1,348
-23
712
$299K ﹤0.01%
5,517
713
$298K ﹤0.01%
6,906
-159
714
$298K ﹤0.01%
+1,675
715
$297K ﹤0.01%
+1,018
716
$297K ﹤0.01%
13,622
-2,292
717
$297K ﹤0.01%
+1,033
718
$296K ﹤0.01%
1,454
719
$294K ﹤0.01%
+6,611
720
$294K ﹤0.01%
4,830
+20
721
$293K ﹤0.01%
+110,249
722
$293K ﹤0.01%
2,136
+14
723
$291K ﹤0.01%
+2,950
724
$291K ﹤0.01%
7,412
+76
725
$289K ﹤0.01%
9,487
-809
27 28
29
30 31