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
851
$153K ﹤0.01%
38,000
+22,000
852
$144K ﹤0.01%
19,550
853
$136K ﹤0.01%
+11,968
854
$136K ﹤0.01%
13,368
-10,000
855
$130K ﹤0.01%
12,463
+782
856
$128K ﹤0.01%
10,500
857
$95K ﹤0.01%
3,951
+64
858
$93K ﹤0.01%
10,000
859
$92K ﹤0.01%
12,201
-9,527
860
$90K ﹤0.01%
2,000
861
$78K ﹤0.01%
1,000
862
$74K ﹤0.01%
+30,000
863
$60K ﹤0.01%
15,128
+1,630
864
$59K ﹤0.01%
43,661
865
$57K ﹤0.01%
3,844
+2,344
866
$54K ﹤0.01%
10,000
867
$54K ﹤0.01%
333
868
$49K ﹤0.01%
10,000
869
$46K ﹤0.01%
10,000
870
$35K ﹤0.01%
1,007
871
$34K ﹤0.01%
500
872
$32K ﹤0.01%
523
873
$21K ﹤0.01%
10,370
874
– –
-2,159
875
– –
-1,561
33 34
35
36 37