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
801
$204K ﹤0.01%
+14,300
802
$204K ﹤0.01%
+2,271
803
$204K ﹤0.01%
+2,943
804
$203K ﹤0.01%
+2,052
805
$201K ﹤0.01%
+5,903
806
$201K ﹤0.01%
+5,401
807
$201K ﹤0.01%
+963
808
$200K ﹤0.01%
+3,531
809
$198K ﹤0.01%
14,601
+2,935
810
$190K ﹤0.01%
11,937
811
$185K ﹤0.01%
+10,189
812
$178K ﹤0.01%
573
+158
813
$170K ﹤0.01%
22,028
-6,357
814
$148K ﹤0.01%
19,550
+6,100
815
$143K ﹤0.01%
10,500
816
$117K ﹤0.01%
10,500
817
$111K ﹤0.01%
2,000
818
$105K ﹤0.01%
11,681
819
$102K ﹤0.01%
3,931
-588
820
$92K ﹤0.01%
+11,000
821
$92K ﹤0.01%
+10,000
822
$89K ﹤0.01%
+333
823
$88K ﹤0.01%
+10,041
824
$73K ﹤0.01%
1,000
825
$67K ﹤0.01%
+10,000
31 32
33
34 35