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
151
$4.38M 0.06%
6,811
+60
152
$4.36M 0.06%
17,156
+130
153
$4.36M 0.06%
12,703
+120
154
$4.35M 0.06%
27,826
-2,620
155
$4.32M 0.06%
55,643
+2,423
156
$4.32M 0.06%
4,720
+394
157
$4.32M 0.06%
232,426
+13,481
158
$4.27M 0.06%
115,722
+284
159
$4.25M 0.06%
28,860
+17,000
160
$4.23M 0.06%
12,207
-107
161
$4.1M 0.06%
57,060
+200
162
$4.07M 0.06%
11,440
+378
163
$4.05M 0.06%
15,143
-417
164
$3.93M 0.06%
104,922
+592
165
$3.88M 0.06%
8,373
-273
166
$3.73M 0.06%
72,091
+3,120
167
$3.67M 0.05%
20,511
+9,290
168
$3.66M 0.05%
21,034
+54
169
$3.56M 0.05%
12,831
+21
170
$3.56M 0.05%
230,319
-4,261
171
$3.56M 0.05%
20,231
+248
172
$3.44M 0.05%
9,565
+31
173
$3.39M 0.05%
46,816
-1,315
174
$3.38M 0.05%
36,380
-502
175
$3.35M 0.05%
161,446
+2,714
5 6
7
8 9