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
726
$287K ﹤0.01%
4,151
+161
727
$285K ﹤0.01%
2,815
+116
728
$285K ﹤0.01%
+2,705
729
$285K ﹤0.01%
2,111
-386
730
$284K ﹤0.01%
1,054
+17
731
$284K ﹤0.01%
9,413
+356
732
$283K ﹤0.01%
11,771
+234
733
$282K ﹤0.01%
5,787
-233
734
$281K ﹤0.01%
+1,576
735
$281K ﹤0.01%
2,328
+6
736
$281K ﹤0.01%
1,204
+17
737
$280K ﹤0.01%
2,224
+36
738
$279K ﹤0.01%
9,273
+1,178
739
$279K ﹤0.01%
2,049
740
$278K ﹤0.01%
4,785
741
$278K ﹤0.01%
43,438
+3,291
742
$277K ﹤0.01%
+4,788
743
$276K ﹤0.01%
5,001
744
$276K ﹤0.01%
2,969
+883
745
$275K ﹤0.01%
14,110
+863
746
$275K ﹤0.01%
4,577
+213
747
$271K ﹤0.01%
+7,098
748
$271K ﹤0.01%
2,346
+99
749
$270K ﹤0.01%
+4,477
750
$269K ﹤0.01%
2,065
28 29
30
31 32