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
126
$3.4M 0.08%
86,934
+7,994
127
$3.4M 0.08%
51,746
+5,691
128
$3.34M 0.08%
23,218
-52
129
$3.3M 0.08%
48,805
+4,983
130
$3.29M 0.08%
38,467
-2,621
131
$3.28M 0.08%
52,212
-3,332
132
$3.28M 0.08%
207,540
+485
133
$3.27M 0.08%
43,676
+1,103
134
$3.25M 0.08%
63,696
+1,120
135
$3.25M 0.08%
60,673
-1,750
136
$3.24M 0.08%
67,749
-3,187
137
$3.17M 0.08%
14,158
-254
138
$3.15M 0.08%
22,195
-554
139
$3.09M 0.07%
182,857
+59,580
140
$3.06M 0.07%
61,013
-3,027
141
$3.04M 0.07%
51,269
+483
142
$3.03M 0.07%
41,923
-528
143
$2.99M 0.07%
28,957
+19,124
144
$2.97M 0.07%
34,532
-4,916
145
$2.96M 0.07%
17,123
-1,282
146
$2.96M 0.07%
19,853
-1,811
147
$2.85M 0.07%
24,179
-1,160
148
$2.83M 0.07%
24,360
-633
149
$2.78M 0.07%
82,730
-4,840
150
$2.64M 0.06%
7,776
-1,773
4 5
6
7 8