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
126
$5.46M 0.09%
252,342
+10,830
127
$5.38M 0.09%
41,822
-704
128
$5.32M 0.09%
23,245
-763
129
$5.12M 0.08%
69,265
-573
130
$4.93M 0.08%
72,689
+1,356
131
$4.84M 0.08%
70,309
+48
132
$4.83M 0.08%
99,670
+20,950
133
$4.78M 0.08%
37,091
-1,130
134
$4.62M 0.07%
17,026
+482
135
$4.6M 0.07%
78,416
-242
136
$4.47M 0.07%
45,927
+133
137
$4.47M 0.07%
218,945
-25,346
138
$4.43M 0.07%
28,830
+760
139
$4.39M 0.07%
76,438
+16
140
$4.37M 0.07%
57,745
141
$4.35M 0.07%
11,514
-429
142
$4.26M 0.07%
53,220
-65
143
$4.24M 0.07%
30,446
+3,474
144
$4.22M 0.07%
12,583
+915
145
$4.18M 0.07%
49,249
+1,237
146
$4.17M 0.07%
21,715
-74
147
$4.13M 0.07%
21,295
+17
148
$4.11M 0.07%
15,478
+200
149
$4.1M 0.07%
15,560
+88
150
$4.09M 0.07%
61,815
4 5
6
7 8