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
76
$9.77M 0.14%
69,309
+595
77
$9.66M 0.14%
187,584
-3,019
78
$9.63M 0.14%
100,570
-534
79
$9.24M 0.14%
79,038
+390
80
$9.09M 0.13%
36,066
+285
81
$9.06M 0.13%
163,322
-1,287
82
$8.98M 0.13%
15,817
+129
83
$8.88M 0.13%
21,416
-313
84
$8.79M 0.13%
46,607
-607
85
$8.67M 0.13%
12,996
+47
86
$8.43M 0.12%
137,762
-1,694
87
$8.37M 0.12%
89,613
+1,192
88
$8.23M 0.12%
37,236
+5
89
$8.23M 0.12%
18,681
+585
90
$8.23M 0.12%
152,967
-8,503
91
$8.15M 0.12%
27,957
+188
92
$7.99M 0.12%
130,409
+1,362
93
$7.99M 0.12%
160,558
+12,478
94
$7.91M 0.12%
53,242
+828
95
$7.82M 0.12%
73,900
-95
96
$7.67M 0.11%
114,254
+6,140
97
$7.66M 0.11%
160,906
+522
98
$7.58M 0.11%
40,221
-1,128
99
$7.54M 0.11%
86,505
-422
100
$7.42M 0.11%
30,107
+1,885
2 3
4
5 6