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
776
$213K ﹤0.01%
1,928
-1,928
777
$213K ﹤0.01%
23,368
+6,282
778
$213K ﹤0.01%
+4,084
779
$212K ﹤0.01%
+4,689
780
$212K ﹤0.01%
1,410
-139
781
$212K ﹤0.01%
+4,335
782
$212K ﹤0.01%
6,961
-319
783
$211K ﹤0.01%
+4,598
784
$210K ﹤0.01%
+3,996
785
$210K ﹤0.01%
16,246
786
$209K ﹤0.01%
11,178
+90
787
$209K ﹤0.01%
+6,576
788
$209K ﹤0.01%
+5,780
789
$208K ﹤0.01%
+1,488
790
$207K ﹤0.01%
2,172
791
$207K ﹤0.01%
+3,134
792
$206K ﹤0.01%
+3,487
793
$206K ﹤0.01%
+10,234
794
$205K ﹤0.01%
1,915
-1,044
795
$205K ﹤0.01%
+3,220
796
$205K ﹤0.01%
412
797
$204K ﹤0.01%
+2,202
798
$204K ﹤0.01%
2,195
-139
799
$204K ﹤0.01%
+2,587
800
$204K ﹤0.01%
+15,200
30 31
32
33 34