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
751
$224K ﹤0.01%
10,375
+169
752
$224K ﹤0.01%
15,700
-4,000
753
$223K ﹤0.01%
+3,024
754
$223K ﹤0.01%
13,186
-195
755
$222K ﹤0.01%
+1,547
756
$222K ﹤0.01%
+2,643
757
$222K ﹤0.01%
+5,750
758
$222K ﹤0.01%
+7,031
759
$222K ﹤0.01%
+1,214
760
$221K ﹤0.01%
2,044
-597
761
$219K ﹤0.01%
8,109
-2,230
762
$219K ﹤0.01%
+754
763
$219K ﹤0.01%
2,473
-137
764
$219K ﹤0.01%
+2,026
765
$219K ﹤0.01%
+3,025
766
$218K ﹤0.01%
+3,670
767
$218K ﹤0.01%
9,966
-221
768
$218K ﹤0.01%
2,679
-332
769
$217K ﹤0.01%
7,526
-75
770
$216K ﹤0.01%
+8,506
771
$216K ﹤0.01%
+2,729
772
$215K ﹤0.01%
3,300
773
$215K ﹤0.01%
1,638
774
$214K ﹤0.01%
3,508
-33
775
$214K ﹤0.01%
+2,860
29 30
31
32 33