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
776
$254K ﹤0.01%
+1,666
777
$253K ﹤0.01%
5,286
-1,147
778
$253K ﹤0.01%
4,550
779
$253K ﹤0.01%
3,040
+80
780
$252K ﹤0.01%
+1,644
781
$251K ﹤0.01%
3,930
782
$251K ﹤0.01%
5,780
783
$251K ﹤0.01%
10,400
784
$251K ﹤0.01%
203
-1
785
$251K ﹤0.01%
828
-272
786
$250K ﹤0.01%
473
-105
787
$249K ﹤0.01%
5,696
+28
788
$249K ﹤0.01%
+2,719
789
$249K ﹤0.01%
2,025
790
$248K ﹤0.01%
1,824
-40
791
$248K ﹤0.01%
2,860
792
$247K ﹤0.01%
7,521
+1,089
793
$247K ﹤0.01%
10,065
+63
794
$246K ﹤0.01%
10,458
+277
795
$245K ﹤0.01%
+6,801
796
$244K ﹤0.01%
+2,838
797
$244K ﹤0.01%
3,134
798
$244K ﹤0.01%
3,093
-726
799
$244K ﹤0.01%
715
-155
800
$242K ﹤0.01%
9,769
30 31
32
33 34