V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$9.17M
2
+$8.91M
3
+$4.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.54M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.62M

Top Sells

1
+$3.51M
2
+$2.88M
3
+$2.81M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.7M

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
726
$270K ﹤0.01%
2,267
+125
727
$270K ﹤0.01%
21,302
728
$270K ﹤0.01%
870
729
$269K ﹤0.01%
5,626
-1,396
730
$269K ﹤0.01%
8,934
731
$268K ﹤0.01%
4,785
732
$267K ﹤0.01%
2,122
733
$266K ﹤0.01%
5,517
734
$265K ﹤0.01%
1,677
735
$265K ﹤0.01%
2,772
-1,497
736
$264K ﹤0.01%
2,699
+45
737
$264K ﹤0.01%
13,357
738
$263K ﹤0.01%
3,930
739
$262K ﹤0.01%
7,336
+243
740
$260K ﹤0.01%
+1,187
741
$260K ﹤0.01%
2,188
+29
742
$259K ﹤0.01%
2,939
+61
743
$259K ﹤0.01%
628
-30
744
$259K ﹤0.01%
5,668
745
$258K ﹤0.01%
1,164
+56
746
$258K ﹤0.01%
10,181
+356
747
$258K ﹤0.01%
2,049
+5
748
$257K ﹤0.01%
1,037
+4
749
$256K ﹤0.01%
2,065
+11
750
$255K ﹤0.01%
2,497
+10
28 29
30
31 32