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
176
$3.22M 0.05%
8,646
-11
177
$3.18M 0.05%
20,980
+231
178
$3.16M 0.05%
54,907
+376
179
$3.16M 0.05%
9,534
-153
180
$3.13M 0.05%
1,319
+3
181
$3.07M 0.05%
68,971
182
$3.01M 0.05%
64,887
+1,114
183
$2.97M 0.05%
21,076
-94
184
$2.95M 0.05%
31,863
-106
185
$2.92M 0.05%
15,536
186
$2.92M 0.05%
22,015
+2,966
187
$2.9M 0.05%
63,593
+16,054
188
$2.88M 0.05%
14,654
+2,279
189
$2.83M 0.05%
35,825
+34
190
$2.81M 0.05%
26,652
191
$2.79M 0.04%
30,821
-474
192
$2.78M 0.04%
14,213
+75
193
$2.77M 0.04%
30,969
-75
194
$2.72M 0.04%
44,810
195
$2.67M 0.04%
63,397
+40
196
$2.66M 0.04%
52,848
197
$2.62M 0.04%
9,192
-5
198
$2.55M 0.04%
33,792
-5,264
199
$2.55M 0.04%
43,424
-2,494
200
$2.54M 0.04%
65,435
+15,900
6 7
8
9 10