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
101
$6.05M 0.1%
86,190
-10,935
102
$5.99M 0.1%
13,129
-757
103
$5.96M 0.1%
17,740
-1,885
104
$5.83M 0.1%
239,765
+40,370
105
$5.83M 0.1%
23,411
+1,480
106
$5.77M 0.1%
28,908
+578
107
$5.67M 0.1%
42,458
-220
108
$5.62M 0.1%
30,356
109
$5.62M 0.1%
35,548
-21,014
110
$5.6M 0.1%
122,440
111
$5.56M 0.09%
63,379
-2,817
112
$5.47M 0.09%
28,774
-426
113
$5.47M 0.09%
50,071
+2,393
114
$5.43M 0.09%
45,950
+187
115
$5.42M 0.09%
79,348
-4,908
116
$5.39M 0.09%
119,148
+1,581
117
$5.31M 0.09%
15,064
+51
118
$5.25M 0.09%
94,928
-2,364
119
$5.15M 0.09%
227,801
+90,810
120
$5.1M 0.09%
38,486
-2,743
121
$5.02M 0.09%
219,738
-10,232
122
$5M 0.09%
210,166
+1,880
123
$4.98M 0.08%
21,473
+47
124
$4.77M 0.08%
24,094
+1,048
125
$4.71M 0.08%
24,982
-854
3 4
5
6 7