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
801
$224K ﹤0.01%
6,887
-59
802
$223K ﹤0.01%
3,134
803
$222K ﹤0.01%
+3,606
804
$220K ﹤0.01%
2,843
-207
805
$220K ﹤0.01%
+4,364
806
$220K ﹤0.01%
+794
807
$219K ﹤0.01%
+1,487
808
$219K ﹤0.01%
6,522
-105
809
$216K ﹤0.01%
3,542
810
$216K ﹤0.01%
2,943
811
$215K ﹤0.01%
+7,700
812
$215K ﹤0.01%
+820
813
$215K ﹤0.01%
+4,624
814
$215K ﹤0.01%
12,069
+469
815
$215K ﹤0.01%
3,025
816
$214K ﹤0.01%
5,903
817
$213K ﹤0.01%
6,432
-322
818
$213K ﹤0.01%
3,861
+46
819
$212K ﹤0.01%
4,262
+134
820
$211K ﹤0.01%
16,246
821
$211K ﹤0.01%
3,990
822
$211K ﹤0.01%
7,101
+1,700
823
$210K ﹤0.01%
3,841
-80
824
$210K ﹤0.01%
+1,461
825
$210K ﹤0.01%
15,200
31 32
33
34 35