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
101
$6.95M 0.11%
21,729
-304
102
$6.94M 0.11%
88,421
-2,483
103
$6.83M 0.11%
148,080
+20,815
104
$6.46M 0.1%
282,169
+5,088
105
$6.45M 0.1%
207,470
+540
106
$6.42M 0.1%
63,379
107
$6.37M 0.1%
47,969
+8,891
108
$6.33M 0.1%
106,519
+3,732
109
$6.28M 0.1%
106,161
-489
110
$6.24M 0.1%
46,937
-344
111
$6.21M 0.1%
101,700
+1,630
112
$6.18M 0.1%
18,096
+377
113
$6.15M 0.1%
240,968
+30
114
$5.91M 0.1%
27,842
+312
115
$5.8M 0.09%
25,118
+194
116
$5.77M 0.09%
114,268
117
$5.71M 0.09%
28,523
-1,350
118
$5.67M 0.09%
33,848
+184
119
$5.65M 0.09%
121,680
+1,221
120
$5.64M 0.09%
28,222
+3,697
121
$5.61M 0.09%
44,785
-962
122
$5.59M 0.09%
27,581
-429
123
$5.59M 0.09%
193,824
-413
124
$5.48M 0.09%
12,888
+87
125
$5.47M 0.09%
57,996
+344
3 4
5
6 7