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
51
$14.6M 0.24%
154,482
-2,480
52
$14.4M 0.23%
265,449
+17,066
53
$14.4M 0.23%
64,623
-466
54
$14.2M 0.23%
120,489
-252
55
$13.3M 0.21%
67,450
-150
56
$13.1M 0.21%
33,551
-270
57
$12.9M 0.21%
246,272
+14,340
58
$12.9M 0.21%
344,246
+4,346
59
$12.7M 0.21%
254,666
-268
60
$12.7M 0.21%
58,238
-543
61
$12.3M 0.2%
47,214
+182
62
$12.2M 0.2%
112,944
+1,020
63
$12M 0.19%
49,900
+888
64
$11.9M 0.19%
276,786
+17,042
65
$11.9M 0.19%
158,182
+15,205
66
$11.8M 0.19%
45,729
+1,350
67
$11.2M 0.18%
221,110
+23,172
68
$11.2M 0.18%
110,776
+2,024
69
$11.2M 0.18%
64,694
-225
70
$10.5M 0.17%
18,238
-269
71
$10.2M 0.16%
190,603
-283
72
$9.96M 0.16%
86,819
-130
73
$9.9M 0.16%
233,317
-1,324
74
$9.86M 0.16%
62,985
-743
75
$9.82M 0.16%
277,410
-2,406
1 2
3
4 5