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
776
$237K ﹤0.01%
4,602
777
$236K ﹤0.01%
2,860
778
$235K ﹤0.01%
5,540
779
$234K ﹤0.01%
2,025
-160
780
$234K ﹤0.01%
2,322
+69
781
$233K ﹤0.01%
1,139
+16
782
$232K ﹤0.01%
7,980
+1,746
783
$231K ﹤0.01%
10,002
+36
784
$230K ﹤0.01%
1,330
-230
785
$230K ﹤0.01%
15,700
786
$229K ﹤0.01%
7,100
-323
787
$229K ﹤0.01%
4,550
788
$229K ﹤0.01%
5,780
789
$229K ﹤0.01%
3,819
-416
790
$228K ﹤0.01%
3,192
+420
791
$227K ﹤0.01%
4,158
792
$227K ﹤0.01%
716
-64
793
$227K ﹤0.01%
+2,600
794
$226K ﹤0.01%
13,186
795
$226K ﹤0.01%
8,095
+159
796
$226K ﹤0.01%
+350
797
$225K ﹤0.01%
1,393
-17
798
$224K ﹤0.01%
1,495
-4
799
$224K ﹤0.01%
5,750
800
$224K ﹤0.01%
1,340
+130
30 31
32
33 34