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
$5.88B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$32.4M
3
+$20.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.77M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$11.1M
4
MA icon
Mastercard
MA
+$3.63M
5
CB icon
Chubb
CB
+$3.32M

Sector Composition

1 Technology 5.43%
2 Financials 4.44%
3 Communication Services 3.68%
4 Healthcare 3.11%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.03M 0.15%
161,653
+5,861
77
$8.99M 0.15%
232,304
+2,623
78
$8.71M 0.15%
18,324
-984
79
$8.43M 0.14%
276,065
-18,445
80
$8M 0.14%
60,234
+589
81
$7.96M 0.14%
142,480
-24,058
82
$7.9M 0.13%
116,213
-2,959
83
$7.81M 0.13%
79,372
-5,480
84
$7.78M 0.13%
172,548
+23,005
85
$7.74M 0.13%
66,265
-4,442
86
$7.55M 0.13%
124,355
-4,232
87
$7.32M 0.12%
45,411
-29
88
$6.99M 0.12%
36,963
-633
89
$6.97M 0.12%
37,612
90
$6.95M 0.12%
149,068
91
$6.94M 0.12%
119,341
-1,766
92
$6.87M 0.12%
90,834
-356
93
$6.8M 0.12%
279,636
94
$6.79M 0.12%
+275,260
95
$6.66M 0.11%
105,563
-30,726
96
$6.29M 0.11%
81,403
-1,369
97
$6.23M 0.11%
28,259
+75
98
$6.12M 0.1%
22,157
-1,056
99
$6.12M 0.1%
240,908
+7,988
100
$6.09M 0.1%
28,047
-1,059
2 3
4
5 6