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
51
$13.8M 0.24%
239,422
-18,962
52
$13.8M 0.23%
64,998
-707
53
$13.4M 0.23%
257,135
-30,743
54
$13M 0.22%
251,630
+2,217
55
$12.9M 0.22%
119,352
+2,465
56
$12.8M 0.22%
59,559
-4,606
57
$12.5M 0.21%
33,572
+121
58
$12.3M 0.21%
117,059
-7,533
59
$12.2M 0.21%
67,679
60
$12.1M 0.21%
230,267
+2,827
61
$11.8M 0.2%
346,829
-5,422
62
$11.6M 0.2%
181,756
+6,435
63
$11.6M 0.2%
89,302
+29,552
64
$11.2M 0.19%
46,209
-2,444
65
$11M 0.19%
96,207
-3,690
66
$10.6M 0.18%
47,073
-784
67
$10.4M 0.18%
141,692
-2,451
68
$10.2M 0.17%
763,400
-800
69
$9.92M 0.17%
202,279
-225,426
70
$9.81M 0.17%
44,076
-1,710
71
$9.69M 0.16%
63,915
+187
72
$9.51M 0.16%
262,340
-462
73
$9.45M 0.16%
185,347
+15,555
74
$9.35M 0.16%
106,010
-1,618
75
$9.22M 0.16%
281,514
1 2
3
4 5