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
51
$16.7M 0.25%
33,335
-216
52
$16.6M 0.25%
41,801
-9,767
53
$16.5M 0.24%
46,839
+1,110
54
$15.9M 0.24%
591,438
+211,242
55
$15.8M 0.23%
116,394
+3,450
56
$14.9M 0.22%
251,629
+5,357
57
$14.8M 0.22%
67,425
-25
58
$14.2M 0.21%
149,476
-5,006
59
$13.8M 0.2%
63,687
-936
60
$13.5M 0.2%
87,418
+642
61
$13.5M 0.2%
50,243
+343
62
$13.4M 0.2%
342,891
-1,355
63
$13.2M 0.2%
112,688
+1,912
64
$13M 0.19%
57,474
-764
65
$12.8M 0.19%
254,282
+33,172
66
$12.6M 0.19%
164,068
+5,886
67
$12.5M 0.19%
243,554
-213,031
68
$12.4M 0.18%
251,513
-3,153
69
$12.3M 0.18%
63,429
-1,265
70
$10.9M 0.16%
277,410
71
$10.7M 0.16%
87,309
+490
72
$10.6M 0.16%
63,389
+404
73
$10.4M 0.15%
233,048
-269
74
$10.1M 0.15%
17,885
-353
75
$9.85M 0.15%
59,081
-428
1 2
3
4 5