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
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.67M 0.11%
33,134
-1,501
102
$4.5M 0.11%
15,869
-1,148
103
$4.33M 0.11%
40,824
-6,671
104
$4.3M 0.1%
36,311
+32,270
105
$4.26M 0.1%
146,524
-34,645
106
$4.25M 0.1%
30,610
-940
107
$4.21M 0.1%
11,202
-27
108
$4.18M 0.1%
31,262
-1,542
109
$4.15M 0.1%
19,073
+252
110
$4.15M 0.1%
121,661
-747,137
111
$4.1M 0.1%
118,928
-17,958
112
$4.09M 0.1%
25,080
-1,120
113
$4.08M 0.1%
106,771
+46,721
114
$4.06M 0.1%
50,508
+7,676
115
$4.03M 0.1%
29,505
-2,187
116
$4.01M 0.1%
443,878
-176,392
117
$3.96M 0.1%
39,664
-2,097
118
$3.85M 0.09%
20,320
-1,148
119
$3.82M 0.09%
267,381
-287,933
120
$3.81M 0.09%
132,577
-132,084
121
$3.79M 0.09%
30,932
-1,734
122
$3.79M 0.09%
167,296
+100
123
$3.76M 0.09%
15,347
-893
124
$3.74M 0.09%
191,184
125
$3.71M 0.09%
120,315
-12,816
3 4
5
6 7