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
76
$9.42M 0.15%
89,143
+320
77
$9.41M 0.15%
380,196
+100,560
78
$9.01M 0.15%
101,104
-78
79
$8.76M 0.14%
161,470
+197
80
$8.75M 0.14%
68,714
-1,041
81
$8.68M 0.14%
78,648
-1,424
82
$8.64M 0.14%
59,509
+304
83
$8.57M 0.14%
164,609
-13,170
84
$8.2M 0.13%
139,456
+1,630
85
$7.95M 0.13%
41,349
+4,769
86
$7.87M 0.13%
129,047
-2,331
87
$7.69M 0.12%
52,414
+6,630
88
$7.57M 0.12%
86,927
+616
89
$7.5M 0.12%
27,769
+84
90
$7.48M 0.12%
37,231
-417
91
$7.43M 0.12%
137,494
+17,372
92
$7.4M 0.12%
12,949
-114
93
$7.36M 0.12%
160,384
-15,470
94
$7.24M 0.12%
73,995
-4,896
95
$7.14M 0.12%
108,114
+38,640
96
$7.12M 0.11%
82,784
+2,351
97
$7.09M 0.11%
275,260
98
$7.05M 0.11%
15,688
+524
99
$7.01M 0.11%
35,781
+7,332
100
$6.97M 0.11%
32,764
+3,936
2 3
4
5 6