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
826
$209K ﹤0.01%
+4,671
827
$209K ﹤0.01%
625
-468
828
$207K ﹤0.01%
3,220
829
$206K ﹤0.01%
2,643
830
$206K ﹤0.01%
2,368
+18
831
$206K ﹤0.01%
10,399
+518
832
$206K ﹤0.01%
8,749
+150
833
$206K ﹤0.01%
15,000
834
$206K ﹤0.01%
+2,086
835
$205K ﹤0.01%
33,092
836
$205K ﹤0.01%
+3,160
837
$205K ﹤0.01%
+3,877
838
$204K ﹤0.01%
+755
839
$204K ﹤0.01%
+2,521
840
$204K ﹤0.01%
+2,960
841
$203K ﹤0.01%
+3,637
842
$203K ﹤0.01%
3,210
843
$203K ﹤0.01%
+4,133
844
$202K ﹤0.01%
+2,776
845
$202K ﹤0.01%
1,533
+5
846
$202K ﹤0.01%
4,249
+157
847
$191K ﹤0.01%
+3,725
848
$187K ﹤0.01%
+25,064
849
$182K ﹤0.01%
+20,534
850
$164K ﹤0.01%
12,825
+179
32 33
34
35 36