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
101
$7.39M 0.11%
111,110
+11,440
102
$7.28M 0.11%
63,379
103
$7.21M 0.11%
275,260
104
$7.12M 0.11%
27,536
-45
105
$6.98M 0.1%
81,065
-1,719
106
$6.96M 0.1%
25,180
+62
107
$6.83M 0.1%
30,352
-2,412
108
$6.8M 0.1%
37,171
+80
109
$6.7M 0.1%
128,842
-8,652
110
$6.66M 0.1%
106,811
+650
111
$6.61M 0.1%
291,298
+9,129
112
$6.61M 0.1%
41,998
+176
113
$6.53M 0.1%
207,310
-160
114
$6.46M 0.1%
115,644
+1,376
115
$6.42M 0.1%
197,164
+3,340
116
$6.15M 0.09%
237,004
-3,964
117
$6.13M 0.09%
101,820
+120
118
$6.11M 0.09%
46,088
-849
119
$6.01M 0.09%
12,735
-153
120
$5.96M 0.09%
106,014
-505
121
$5.92M 0.09%
27,063
-1,460
122
$5.89M 0.09%
122,199
+519
123
$5.8M 0.09%
43,427
-4,542
124
$5.8M 0.09%
27,814
-28
125
$5.58M 0.08%
60,186
+2,190
3 4
5
6 7