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
176
$3.31M 0.05%
69,087
+4,200
177
$3.3M 0.05%
23,082
+1,067
178
$3.3M 0.05%
150,114
-8,605
179
$3.25M 0.05%
35,810
-15
180
$3.19M 0.05%
31,119
+298
181
$3.19M 0.05%
15,849
-233
182
$3.17M 0.05%
26,727
-515
183
$3.16M 0.05%
55,657
+750
184
$3.15M 0.05%
15,536
185
$3.13M 0.05%
18,337
+3,500
186
$3.13M 0.05%
4,797
-21
187
$3.12M 0.05%
10,250
+913
188
$3.1M 0.05%
7,198
+54
189
$3.1M 0.05%
1,290
-29
190
$3.09M 0.05%
25,258
-1,394
191
$3.07M 0.05%
31,823
-40
192
$3.07M 0.05%
35,929
+2,137
193
$3.06M 0.05%
52,154
+7,416
194
$3.06M 0.05%
15,248
+1,035
195
$3.05M 0.05%
15,528
+874
196
$3.02M 0.04%
63,819
+422
197
$2.98M 0.04%
11,536
+241
198
$2.98M 0.04%
17,685
+731
199
$2.89M 0.04%
43,642
+451
200
$2.81M 0.04%
20,739
-337
6 7
8
9 10