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
751
$269K ﹤0.01%
6,163
-1,072
752
$268K ﹤0.01%
4,382
-100
753
$268K ﹤0.01%
1,498
+11
754
$266K ﹤0.01%
3,957
-233
755
$265K ﹤0.01%
9,014
+1,913
756
$263K ﹤0.01%
8,011
+31
757
$263K ﹤0.01%
3,024
+503
758
$263K ﹤0.01%
+2,356
759
$262K ﹤0.01%
3,701
+64
760
$262K ﹤0.01%
17,046
+800
761
$261K ﹤0.01%
1,677
762
$261K ﹤0.01%
2,422
+54
763
$261K ﹤0.01%
3,867
+26
764
$259K ﹤0.01%
13,357
765
$259K ﹤0.01%
2,058
-19
766
$259K ﹤0.01%
790
-3
767
$258K ﹤0.01%
3,206
+14
768
$257K ﹤0.01%
2,122
769
$257K ﹤0.01%
+2,772
770
$256K ﹤0.01%
3,324
-1,556
771
$256K ﹤0.01%
4,602
772
$256K ﹤0.01%
7,002
+115
773
$255K ﹤0.01%
822
+2
774
$254K ﹤0.01%
+3,213
775
$254K ﹤0.01%
7,286
+43
29 30
31
32 33