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
126
$5.54M 0.08%
33,874
+26
127
$5.48M 0.08%
70,565
+1,300
128
$5.41M 0.08%
23,370
+125
129
$5.29M 0.08%
249,962
-2,380
130
$5.14M 0.08%
71,185
-1,504
131
$5.08M 0.08%
20,805
-490
132
$5.06M 0.07%
49,036
-213
133
$5M 0.07%
61,902
+3,308
134
$4.97M 0.07%
20,142
+896
135
$4.95M 0.07%
28,830
136
$4.95M 0.07%
64,223
-6,086
137
$4.81M 0.07%
22,441
+5
138
$4.72M 0.07%
62,128
+640
139
$4.71M 0.07%
57,745
140
$4.68M 0.07%
45,269
+484
141
$4.65M 0.07%
71,766
-6,650
142
$4.64M 0.07%
15,588
+60
143
$4.61M 0.07%
22,281
+566
144
$4.58M 0.07%
11,978
+464
145
$4.57M 0.07%
15,616
+138
146
$4.52M 0.07%
53,746
+2,405
147
$4.49M 0.07%
45,746
-181
148
$4.49M 0.07%
74,799
-1,639
149
$4.39M 0.07%
61,815
150
$4.38M 0.06%
13,661
+208
4 5
6
7 8