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
801
$241K ﹤0.01%
356
+6
802
$240K ﹤0.01%
+966
803
$239K ﹤0.01%
4,425
804
$238K ﹤0.01%
2,943
805
$238K ﹤0.01%
1,430
806
$238K ﹤0.01%
4,588
+313
807
$237K ﹤0.01%
+6,438
808
$236K ﹤0.01%
10,827
+428
809
$236K ﹤0.01%
13,186
810
$236K ﹤0.01%
3,711
+169
811
$235K ﹤0.01%
7,100
812
$235K ﹤0.01%
794
813
$235K ﹤0.01%
3,912
+35
814
$233K ﹤0.01%
15,700
815
$232K ﹤0.01%
5,750
816
$229K ﹤0.01%
+4,793
817
$229K ﹤0.01%
+9,157
818
$229K ﹤0.01%
5,540
819
$228K ﹤0.01%
+3,506
820
$228K ﹤0.01%
+1,486
821
$228K ﹤0.01%
+2,416
822
$228K ﹤0.01%
6,010
-4,447
823
$228K ﹤0.01%
11,998
-1,200
824
$228K ﹤0.01%
778
+23
825
$227K ﹤0.01%
5,903
31 32
33
34 35