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
176
$2.79M 0.05%
47,865
+2,448
177
$2.78M 0.05%
52,148
+701
178
$2.75M 0.05%
31,044
+677
179
$2.73M 0.05%
30,273
+80
180
$2.73M 0.05%
74,902
-23,940
181
$2.72M 0.05%
68,971
-1,139
182
$2.71M 0.05%
20,840
+352
183
$2.7M 0.05%
31,969
+99
184
$2.63M 0.04%
4,266
+17
185
$2.58M 0.04%
27,295
-2,334
186
$2.56M 0.04%
9,244
-326
187
$2.55M 0.04%
33,589
-1,088
188
$2.54M 0.04%
6,636
+246
189
$2.49M 0.04%
20,470
-568
190
$2.49M 0.04%
12,342
-1,952
191
$2.48M 0.04%
38,941
-220
192
$2.47M 0.04%
42,233
-1,882
193
$2.47M 0.04%
20,578
+529
194
$2.45M 0.04%
8,722
+759
195
$2.45M 0.04%
42,692
+6,017
196
$2.45M 0.04%
62,716
-2,217
197
$2.43M 0.04%
31,052
198
$2.39M 0.04%
46,754
-1,490
199
$2.38M 0.04%
13,577
+23
200
$2.37M 0.04%
26,901
+5,761
6 7
8
9 10