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
126
$4.7M 0.08%
33,248
+673
127
$4.67M 0.08%
60,454
-8,235
128
$4.67M 0.08%
24,980
-34
129
$4.66M 0.08%
89,400
+670
130
$4.6M 0.08%
36,079
+4,606
131
$4.58M 0.08%
81,030
-720
132
$4.51M 0.08%
68,845
+50,437
133
$4.47M 0.08%
12,668
-598
134
$4.35M 0.07%
46,791
+11,692
135
$4.32M 0.07%
11,555
-432
136
$4.24M 0.07%
18,698
+14,487
137
$4.24M 0.07%
79,952
-167
138
$4.23M 0.07%
15,747
+394
139
$4.19M 0.07%
55,755
+10,840
140
$4.14M 0.07%
28,184
-2,269
141
$4.07M 0.07%
245,437
-100,617
142
$4.02M 0.07%
15,794
-349
143
$3.97M 0.07%
12,139
-63
144
$3.94M 0.07%
59,639
+293
145
$3.92M 0.07%
48,075
+73
146
$3.91M 0.07%
53,285
-1,507
147
$3.9M 0.07%
59,675
+12,665
148
$3.85M 0.07%
52,915
+949
149
$3.83M 0.07%
174,169
-3,717
150
$3.79M 0.06%
26,972
+22,690
4 5
6
7 8