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
151
$2.56M 0.06%
4,100
+825
152
$2.55M 0.06%
157,613
-31,145
153
$2.53M 0.06%
60,135
-8,153
154
$2.52M 0.06%
17,230
-348
155
$2.48M 0.06%
+21,175
156
$2.43M 0.06%
26,022
-2,394
157
$2.41M 0.06%
19,781
-1,579
158
$2.4M 0.06%
70,283
-172
159
$2.4M 0.06%
32,452
-1,449
160
$2.39M 0.06%
36,018
-797
161
$2.38M 0.06%
11,933
-1,158
162
$2.38M 0.06%
16,494
-2,814
163
$2.36M 0.06%
10,403
-407
164
$2.36M 0.06%
14,159
-1,046
165
$2.31M 0.06%
66,294
-9,996
166
$2.3M 0.06%
53,795
-148,445
167
$2.27M 0.06%
15,348
+1,811
168
$2.25M 0.05%
31,135
169
$2.25M 0.05%
41,494
-2,728
170
$2.21M 0.05%
15,323
-145
171
$2.2M 0.05%
12,738
-474
172
$2.19M 0.05%
23,524
-16,644
173
$2.19M 0.05%
1,625
-433
174
$2.16M 0.05%
48,811
+12,686
175
$2.12M 0.05%
38,183
-2,249
5 6
7
8 9