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
826
$226K ﹤0.01%
2,878
+35
827
$226K ﹤0.01%
3,220
828
$225K ﹤0.01%
+3,996
829
$225K ﹤0.01%
+4,574
830
$225K ﹤0.01%
5,394
-1,172
831
$224K ﹤0.01%
+16,261
832
$224K ﹤0.01%
4,755
+131
833
$224K ﹤0.01%
12,796
+727
834
$224K ﹤0.01%
4,158
835
$224K ﹤0.01%
1,538
+5
836
$223K ﹤0.01%
4,689
-35
837
$223K ﹤0.01%
7,700
838
$223K ﹤0.01%
1,718
-50
839
$222K ﹤0.01%
1,381
+51
840
$222K ﹤0.01%
+9,024
841
$221K ﹤0.01%
3,368
-1,136
842
$221K ﹤0.01%
586
-42
843
$221K ﹤0.01%
3,067
844
$221K ﹤0.01%
+5,934
845
$220K ﹤0.01%
+2,063
846
$220K ﹤0.01%
3,219
-1,000
847
$219K ﹤0.01%
+2,403
848
$219K ﹤0.01%
+847
849
$218K ﹤0.01%
+4,422
850
$218K ﹤0.01%
3,025
32 33
34
35 36