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
151
$4.09M 0.07%
22,436
+701
152
$4.06M 0.07%
61,488
+863
153
$4.03M 0.06%
27,242
+2,899
154
$3.98M 0.06%
58,594
-1,979
155
$3.98M 0.06%
19,246
+2,379
156
$3.94M 0.06%
115,438
+49
157
$3.9M 0.06%
13,453
+1,545
158
$3.83M 0.06%
104,330
-3,327
159
$3.82M 0.06%
11,062
+2,022
160
$3.74M 0.06%
51,341
+5,411
161
$3.71M 0.06%
15,528
-315
162
$3.71M 0.06%
234,580
+81,311
163
$3.64M 0.06%
6,751
-1
164
$3.63M 0.06%
4,326
+1,142
165
$3.61M 0.06%
12,314
+111
166
$3.54M 0.06%
16,082
+338
167
$3.54M 0.06%
50,375
-608
168
$3.51M 0.06%
193,132
169
$3.5M 0.06%
4,818
+31
170
$3.47M 0.06%
36,882
+5,185
171
$3.44M 0.06%
158,719
172
$3.37M 0.05%
48,131
+1,888
173
$3.35M 0.05%
19,983
+6,418
174
$3.27M 0.05%
12,810
175
$3.24M 0.05%
56,860
-850
5 6
7
8 9