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
151
$3.74M 0.06%
15,347
+836
152
$3.71M 0.06%
16,762
-3
153
$3.65M 0.06%
21,464
+744
154
$3.63M 0.06%
15,202
-362
155
$3.61M 0.06%
12,895
+208
156
$3.6M 0.06%
77,610
-2,560
157
$3.54M 0.06%
47,079
+198
158
$3.53M 0.06%
16,675
-961
159
$3.52M 0.06%
45,387
+802
160
$3.47M 0.06%
54,238
-692
161
$3.46M 0.06%
58,180
-2,300
162
$3.37M 0.06%
21,425
-400
163
$3.26M 0.06%
111,544
-25,926
164
$3.23M 0.06%
58,220
-870
165
$3.23M 0.05%
11,368
+39
166
$3.13M 0.05%
67,044
-2,445
167
$3.03M 0.05%
1,300
-93
168
$3.01M 0.05%
12,700
-935
169
$2.99M 0.05%
8,339
+239
170
$2.97M 0.05%
31,089
+777
171
$2.96M 0.05%
45,342
+610
172
$2.94M 0.05%
15,536
+94
173
$2.82M 0.05%
35,791
+438
174
$2.8M 0.05%
35,555
+1,342
175
$2.79M 0.05%
7,555
+958
5 6
7
8 9