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
201
$2.13M 0.05%
49,565
+13,021
202
$2.13M 0.05%
781,520
+7,600
203
$2.13M 0.05%
43,210
+2,575
204
$2.1M 0.05%
95,840
+3,650
205
$2.09M 0.05%
17,370
-69
206
$2.08M 0.05%
31,604
-109
207
$2.08M 0.05%
88,322
208
$2.06M 0.05%
15,754
-30
209
$2.06M 0.05%
14,623
210
$2.05M 0.05%
63,260
+184
211
$2.04M 0.05%
52,337
-29
212
$2.03M 0.05%
90,094
-8,867
213
$2.03M 0.05%
10,850
+46
214
$2.03M 0.05%
30,546
+249
215
$2.02M 0.05%
16,764
+170
216
$2.02M 0.05%
32,307
-1,607
217
$1.98M 0.05%
6,039
+49
218
$1.96M 0.05%
48,627
-9,810
219
$1.93M 0.05%
27,296
-1,272
220
$1.93M 0.05%
31,948
-43
221
$1.89M 0.05%
16,910
+59
222
$1.89M 0.05%
13,508
+14
223
$1.88M 0.04%
39,819
-167
224
$1.87M 0.04%
10,175
-1,100
225
$1.82M 0.04%
22,527
-4,937
7 8
9
10 11