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
851
$217K ﹤0.01%
4,158
+25
852
$217K ﹤0.01%
+3,898
853
$215K ﹤0.01%
+2,002
854
$214K ﹤0.01%
3,210
855
$214K ﹤0.01%
1,401
+8
856
$214K ﹤0.01%
+7,679
857
$214K ﹤0.01%
+320
858
$214K ﹤0.01%
15,200
859
$213K ﹤0.01%
+2,620
860
$212K ﹤0.01%
+1,020
861
$212K ﹤0.01%
4,138
+277
862
$211K ﹤0.01%
1,477
-202
863
$211K ﹤0.01%
+3,685
864
$210K ﹤0.01%
2,695
-77
865
$210K ﹤0.01%
+2,730
866
$210K ﹤0.01%
+1,330
867
$207K ﹤0.01%
+2,299
868
$207K ﹤0.01%
+639
869
$206K ﹤0.01%
9,212
+463
870
$206K ﹤0.01%
1,316
-24
871
$206K ﹤0.01%
+3,963
872
$205K ﹤0.01%
1,727
873
$205K ﹤0.01%
+868
874
$204K ﹤0.01%
2,643
875
$204K ﹤0.01%
+6,737
33 34
35
36 37