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
$4.12B
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$19.6M
3
+$19.6M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$12.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$25.5M
2
+$18.6M
3
+$15.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.2M

Sector Composition

1 Technology 5.47%
2 Financials 4.47%
3 Healthcare 3.89%
4 Consumer Staples 2.99%
5 Communication Services 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.77M 0.04%
60,432
-1,114
202
$1.75M 0.04%
18,288
-254
203
$1.74M 0.04%
7,301
-31
204
$1.7M 0.04%
15,442
+380
205
$1.7M 0.04%
72,273
-835
206
$1.69M 0.04%
54,735
-2,733
207
$1.69M 0.04%
32,800
-2,934
208
$1.68M 0.04%
33,015
+129
209
$1.67M 0.04%
45,785
-79,755
210
$1.67M 0.04%
21,651
-195
211
$1.67M 0.04%
170,669
-91,830
212
$1.66M 0.04%
33,315
+4,025
213
$1.65M 0.04%
5,216
-167
214
$1.65M 0.04%
36,431
+6,794
215
$1.65M 0.04%
19,045
-151
216
$1.64M 0.04%
26,617
-4,002
217
$1.63M 0.04%
18,713
+776
218
$1.62M 0.04%
10,414
-1,450
219
$1.62M 0.04%
34,013
-1,824
220
$1.62M 0.04%
45,068
-1,196
221
$1.61M 0.04%
15,573
-345
222
$1.59M 0.04%
5,258
-416
223
$1.58M 0.04%
86,924
-1,916
224
$1.57M 0.04%
106,650
225
$1.56M 0.04%
11,781
+597
7 8
9
10 11