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
726
$241K ﹤0.01%
+4,472
727
$240K ﹤0.01%
+4,033
728
$240K ﹤0.01%
+579
729
$240K ﹤0.01%
13,805
+971
730
$237K ﹤0.01%
2,610
-111
731
$237K ﹤0.01%
+3,304
732
$237K ﹤0.01%
+966
733
$236K ﹤0.01%
1,665
-5
734
$235K ﹤0.01%
+2,159
735
$235K ﹤0.01%
1,076
-9
736
$234K ﹤0.01%
205
737
$233K ﹤0.01%
1,317
-109
738
$231K ﹤0.01%
+5,179
739
$231K ﹤0.01%
6,903
740
$231K ﹤0.01%
+4,772
741
$230K ﹤0.01%
+3,991
742
$229K ﹤0.01%
+5,060
743
$229K ﹤0.01%
1,718
744
$227K ﹤0.01%
1,045
745
$227K ﹤0.01%
4,158
746
$226K ﹤0.01%
4,689
747
$225K ﹤0.01%
2,463
+10
748
$225K ﹤0.01%
2,062
-77
749
$225K ﹤0.01%
+1,704
750
$225K ﹤0.01%
5,166
-317
28 29
30
31 32