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
876
$204K ﹤0.01%
+6,410
877
$203K ﹤0.01%
+3,064
878
$203K ﹤0.01%
17,344
-3,958
879
$202K ﹤0.01%
2,761
-15
880
$198K ﹤0.01%
12,844
-3,123
881
$184K ﹤0.01%
830
882
$176K ﹤0.01%
13,002
+177
883
$166K ﹤0.01%
+10,164
884
$146K ﹤0.01%
33,092
885
$136K ﹤0.01%
25,064
886
$132K ﹤0.01%
3,969
+18
887
$125K ﹤0.01%
13,368
888
$119K ﹤0.01%
12,298
-165
889
$111K ﹤0.01%
3,725
890
$100K ﹤0.01%
20,534
891
$81K ﹤0.01%
15,000
892
$60K ﹤0.01%
5,534
+1,690
893
$58K ﹤0.01%
10,000
894
$52K ﹤0.01%
10,000
895
$46K ﹤0.01%
14,500
-23,500
896
$43K ﹤0.01%
43,661
897
$42K ﹤0.01%
30,000
898
$40K ﹤0.01%
10,500
899
$34K ﹤0.01%
10,000
900
$27K ﹤0.01%
500
34 35
36
37 38