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
151
$3.16M 0.08%
40,311
+532
152
$3.15M 0.08%
60,171
-1,064
153
$3.13M 0.07%
79,024
-198
154
$3.12M 0.07%
42,178
+42
155
$3.11M 0.07%
238,740
+107,152
156
$3.09M 0.07%
1,738
-42
157
$3.05M 0.07%
55,289
-3,133
158
$3.04M 0.07%
15,569
+360
159
$3M 0.07%
36,446
-85
160
$2.99M 0.07%
13,673
+1,747
161
$2.99M 0.07%
47,140
-2,652
162
$2.97M 0.07%
32,156
-11,407
163
$2.96M 0.07%
28,942
-869
164
$2.93M 0.07%
12,763
-272
165
$2.91M 0.07%
48,711
-2,770
166
$2.9M 0.07%
10,600
+156
167
$2.89M 0.07%
55,731
-1,745
168
$2.87M 0.07%
29,347
-363
169
$2.85M 0.07%
45,200
+656
170
$2.83M 0.07%
22,087
-464
171
$2.83M 0.07%
56,822
+1,367
172
$2.82M 0.07%
16,791
-1,496
173
$2.79M 0.07%
68,381
+165
174
$2.77M 0.07%
21,314
+61
175
$2.76M 0.07%
34,266
-354
5 6
7
8 9