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
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.28%
299,781
-42,337
52
$11.2M 0.27%
286,089
-52,383
53
$11.1M 0.27%
269,896
-8,828
54
$10.6M 0.26%
108,243
-2,665
55
$10.4M 0.25%
132,067
-4,614
56
$10.3M 0.25%
83,591
-218
57
$9.98M 0.24%
40,020
-3,376
58
$9.8M 0.24%
101,817
+2,934
59
$9.68M 0.23%
132,717
-12,075
60
$9.49M 0.23%
82,198
-3,806
61
$9.42M 0.23%
304,124
-11,144
62
$9.17M 0.22%
48,183
+232
63
$9.09M 0.22%
436,347
+66,205
64
$8.77M 0.21%
213,850
+17,506
65
$8.76M 0.21%
90,695
-9,086
66
$8.43M 0.2%
85,038
-1,280
67
$8.37M 0.2%
380,148
-30,740
68
$8.35M 0.2%
109,609
-3,027
69
$8.34M 0.2%
133,319
+41,566
70
$8.3M 0.2%
50,171
-1,867
71
$8.21M 0.2%
69,219
+9,350
72
$8.15M 0.2%
92,011
-3,800
73
$8.02M 0.19%
149,251
-9,577
74
$7.33M 0.18%
205,510
-36,439
75
$7.28M 0.18%
65,163
-3,573
1 2
3
4 5