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
201
$2.79M 0.04%
26,323
-62,820
202
$2.77M 0.04%
155,292
-37,840
203
$2.74M 0.04%
45,414
-4,961
204
$2.71M 0.04%
30,969
205
$2.65M 0.04%
39,088
+19
206
$2.62M 0.04%
13,116
207
$2.6M 0.04%
7,025
-152
208
$2.6M 0.04%
9,240
+48
209
$2.6M 0.04%
7,371
+54
210
$2.58M 0.04%
52,848
211
$2.58M 0.04%
12,178
+93
212
$2.58M 0.04%
47,559
+215
213
$2.56M 0.04%
54,088
-9,505
214
$2.56M 0.04%
23,798
215
$2.55M 0.04%
64,655
-780
216
$2.54M 0.04%
58,180
-4,590
217
$2.53M 0.04%
27,122
+2,745
218
$2.52M 0.04%
32,090
+212
219
$2.5M 0.04%
17,410
+34
220
$2.5M 0.04%
29,356
-1,384
221
$2.5M 0.04%
36,443
+4,229
222
$2.48M 0.04%
42,383
-1,041
223
$2.48M 0.04%
10,092
+15
224
$2.47M 0.04%
23,585
+2,538
225
$2.44M 0.04%
1,440
+4
7 8
9
10 11