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
201
$2.36M 0.04%
3,134
+1
202
$2.36M 0.04%
14,737
-210
203
$2.35M 0.04%
71,278
-4,670
204
$2.34M 0.04%
13,116
+67
205
$2.31M 0.04%
7,006
-17
206
$2.31M 0.04%
9,733
-1,220
207
$2.28M 0.04%
9,258
+495
208
$2.27M 0.04%
32,154
-2,171
209
$2.27M 0.04%
23,376
+1,624
210
$2.27M 0.04%
36,574
+73
211
$2.23M 0.04%
152,540
+739
212
$2.23M 0.04%
26,293
-93
213
$2.2M 0.04%
39,943
-1,835
214
$2.19M 0.04%
14,481
+901
215
$2.18M 0.04%
31,646
-523
216
$2.17M 0.04%
14,653
-225
217
$2.16M 0.04%
22,416
-995
218
$2.16M 0.04%
8,921
219
$2.16M 0.04%
32,962
-386
220
$2.14M 0.04%
7,361
+755
221
$2.13M 0.04%
28,842
+3,557
222
$2.13M 0.04%
15,283
+1,269
223
$2.1M 0.04%
14,930
+1,371
224
$2.1M 0.04%
29,112
-109
225
$2.09M 0.04%
12,172
+4
7 8
9
10 11