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
$6.2B
AUM Growth
-$1.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$8.71M
3
+$4.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.44M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.55M

Top Sells

1
+$3.42M
2
+$2.85M
3
+$2.75M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.71M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.68M

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
751
$254K ﹤0.01%
4,275
-398
752
$252K ﹤0.01%
13,247
+385
753
$252K ﹤0.01%
+5,885
754
$252K ﹤0.01%
4,665
-419
755
$252K ﹤0.01%
7,076
-1,574
756
$250K ﹤0.01%
4,219
+234
757
$249K ﹤0.01%
+12,250
758
$249K ﹤0.01%
4,425
759
$248K ﹤0.01%
3,067
760
$247K ﹤0.01%
6,020
+349
761
$245K ﹤0.01%
1,768
+36
762
$245K ﹤0.01%
4,061
+288
763
$244K ﹤0.01%
204
-4
764
$243K ﹤0.01%
2,950
+13
765
$242K ﹤0.01%
9,769
766
$242K ﹤0.01%
1,016
-39
767
$241K ﹤0.01%
4,724
+35
768
$241K ﹤0.01%
2,122
-2
769
$241K ﹤0.01%
15,967
+1,016
770
$240K ﹤0.01%
1,727
771
$240K ﹤0.01%
+1,430
772
$239K ﹤0.01%
+7,243
773
$239K ﹤0.01%
1,556
774
$238K ﹤0.01%
+4,867
775
$238K ﹤0.01%
13,198
+1,645
29 30
31
32 33