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
51
$11.6M 0.28%
225,120
+6,627
52
$11.4M 0.27%
192,482
-4,332
53
$11.4M 0.27%
68,745
-1,482
54
$11.3M 0.27%
254,640
-3,280
55
$11M 0.26%
504,251
-18,211
56
$10.8M 0.26%
94,189
+1,740
57
$10.7M 0.26%
139,350
+5,521
58
$10.7M 0.25%
72,694
-786
59
$10.5M 0.25%
92,741
+2,327
60
$10.4M 0.25%
159,984
+464
61
$10.3M 0.25%
132,389
-142
62
$10.1M 0.24%
126,305
-2,291
63
$10.1M 0.24%
280,699
+5,984
64
$10.1M 0.24%
122,585
-10,987
65
$10.1M 0.24%
276,093
+7,586
66
$10M 0.24%
422,928
+877
67
$9.95M 0.24%
302,656
68
$9.84M 0.23%
69,251
+582
69
$9.84M 0.23%
132,259
+40
70
$9.76M 0.23%
71,598
+2,715
71
$9.49M 0.23%
132,821
-2,477
72
$9.33M 0.22%
132,121
+1,626
73
$9.18M 0.22%
96,776
-771
74
$9.14M 0.22%
403,925
+336
75
$9.07M 0.22%
56,670
-1,279
1 2
3
4 5