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
201
$2.51M 0.04%
43,191
+346
202
$2.48M 0.04%
11,295
-194
203
$2.45M 0.04%
47,344
-137
204
$2.45M 0.04%
39,069
205
$2.44M 0.04%
14,837
206
$2.43M 0.04%
30,740
207
$2.42M 0.04%
23,798
208
$2.42M 0.04%
10,077
-51
209
$2.39M 0.04%
9,337
-90
210
$2.39M 0.04%
7,144
-45
211
$2.38M 0.04%
43,820
212
$2.38M 0.04%
26,451
+54
213
$2.36M 0.04%
44,738
+343
214
$2.35M 0.04%
30,100
+1,367
215
$2.35M 0.04%
13,116
216
$2.33M 0.04%
31,878
-2,970
217
$2.32M 0.04%
15,274
-843
218
$2.31M 0.04%
18,111
+2,756
219
$2.3M 0.04%
62,770
-146
220
$2.28M 0.04%
27,812
+110
221
$2.27M 0.04%
57,127
-3,906
222
$2.26M 0.04%
50,925
223
$2.25M 0.04%
158,732
+841
224
$2.21M 0.04%
39,943
225
$2.21M 0.04%
20,270
-148
7 8
9
10 11