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
$4.2B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$15.5M
3
+$2.59M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M

Top Sells

1
+$44.3M
2
+$14M
3
+$8.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.79M

Sector Composition

1 Financials 5.01%
2 Energy 4.86%
3 Healthcare 4.03%
4 Technology 3.68%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.02M 0.21%
212,840
+1,820
77
$8.95M 0.21%
179,391
-2,310
78
$8.86M 0.21%
136,042
-1,396
79
$8.77M 0.21%
371,556
-2,527
80
$8.5M 0.2%
204,880
-11,140
81
$7.98M 0.19%
182,803
+11,341
82
$7.96M 0.19%
69,985
-1,092
83
$7.51M 0.18%
57,955
+2,776
84
$7.46M 0.18%
149,488
-7,590
85
$7.32M 0.17%
297,703
-5,850
86
$7.19M 0.17%
60,862
-195
87
$6.87M 0.16%
140,845
-771
88
$6.86M 0.16%
42,405
-154
89
$6.84M 0.16%
51,696
-1,590
90
$6.79M 0.16%
152,813
+11,985
91
$6.61M 0.16%
83,434
-2,185
92
$6.6M 0.16%
132,899
-5,585
93
$6.57M 0.16%
147,246
-2,194
94
$6.45M 0.15%
125,326
+2,319
95
$6.38M 0.15%
60,956
-1,725
96
$6.36M 0.15%
132,962
-60,010
97
$6.34M 0.15%
190,881
+8,794
98
$6.32M 0.15%
71,081
+414
99
$6.32M 0.15%
96,843
+262
100
$6.03M 0.14%
152,971
-5,102
2 3
4
5 6