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
176
$2.72M 0.06%
178,978
-6,673
177
$2.7M 0.06%
35,615
-83
178
$2.65M 0.06%
22,314
-952
179
$2.54M 0.06%
10,638
+925
180
$2.54M 0.06%
78,419
-3,010
181
$2.53M 0.06%
34,648
+48
182
$2.52M 0.06%
83,755
-11,362
183
$2.51M 0.06%
27,071
-1,899
184
$2.44M 0.06%
18,531
+34
185
$2.42M 0.06%
10,672
-309
186
$2.42M 0.06%
17,967
+52
187
$2.35M 0.06%
29,427
+20,092
188
$2.34M 0.06%
37,551
-1,408
189
$2.32M 0.06%
38,807
+3,013
190
$2.25M 0.05%
43,326
-735
191
$2.23M 0.05%
30,858
+183
192
$2.23M 0.05%
14,484
-18
193
$2.2M 0.05%
51,452
+281
194
$2.2M 0.05%
14,400
-105
195
$2.19M 0.05%
12,249
+20
196
$2.19M 0.05%
58,064
-3,769
197
$2.17M 0.05%
61,273
-1,598
198
$2.15M 0.05%
26,257
+75
199
$2.15M 0.05%
23,689
+113
200
$2.14M 0.05%
17,600
-64
6 7
8
9 10