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
101
$5.97M 0.14%
113,222
-1,510
102
$5.95M 0.14%
109,070
-351
103
$5.83M 0.14%
35,558
-557
104
$5.76M 0.14%
46,272
+304
105
$5.74M 0.14%
21,430
-133
106
$5.69M 0.14%
177,412
-528
107
$4.96M 0.12%
91,779
-5,690
108
$4.95M 0.12%
127,860
-2,480
109
$4.82M 0.11%
49,435
+6,237
110
$4.81M 0.11%
110,368
+8,141
111
$4.71M 0.11%
122,152
+211
112
$4.7M 0.11%
78,516
-824
113
$4.64M 0.11%
109,640
-1,900
114
$4.58M 0.11%
59,028
+456
115
$4.52M 0.11%
26,251
-45
116
$4.38M 0.1%
46,553
+93
117
$4.38M 0.1%
182,238
-3,597
118
$4.3M 0.1%
51,079
+1,053
119
$4.27M 0.1%
26,014
-103
120
$4.26M 0.1%
62,768
-11,595
121
$4.16M 0.1%
86,205
+58
122
$4.13M 0.1%
81,739
-170
123
$4.04M 0.1%
93,937
124
$4.01M 0.1%
30,485
-199
125
$4.01M 0.1%
37,883
-30
3 4
5
6 7