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
126
$3.98M 0.09%
83,345
+330
127
$3.93M 0.09%
32,803
-343
128
$3.86M 0.09%
21,850
-114
129
$3.84M 0.09%
191,184
130
$3.74M 0.09%
24,171
+10
131
$3.72M 0.09%
66,787
+1,987
132
$3.59M 0.09%
33,416
-236
133
$3.57M 0.09%
44,325
-959
134
$3.52M 0.08%
48,126
-2,844
135
$3.52M 0.08%
105,145
136
$3.5M 0.08%
60,997
-1,379
137
$3.49M 0.08%
83,144
-280
138
$3.45M 0.08%
66,494
139
$3.43M 0.08%
173,762
-7,780
140
$3.42M 0.08%
79,462
-1,421
141
$3.4M 0.08%
42,955
-1,575
142
$3.36M 0.08%
40,534
143
$3.31M 0.08%
15,151
-919
144
$3.3M 0.08%
24,914
-789
145
$3.29M 0.08%
56,412
+255
146
$3.26M 0.08%
280,053
+80,941
147
$3.22M 0.08%
102,005
-6,828
148
$3.22M 0.08%
38,782
+150
149
$3.22M 0.08%
101,815
-2,377
150
$3.18M 0.08%
26,503
+73
4 5
6
7 8