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
1
$829M 13.35%
1,931,485
-7,959
2
$561M 9.03%
1,301,819
+7,996
3
$493M 7.94%
1,025,849
-5,712
4
$464M 7.47%
1,175,424
+3,661
5
$302M 4.87%
5,745,670
+165,545
6
$282M 4.53%
1,165,135
-595
7
$175M 2.81%
2,232,076
+3,701
8
$160M 2.57%
730,396
-7,676
9
$127M 2.05%
1,233,413
+46,715
10
$106M 1.7%
746,656
-2,489
11
$89.4M 1.44%
316,989
+1,410
12
$82.4M 1.33%
700,797
+15,317
13
$73.3M 1.18%
671,207
-15,687
14
$57.8M 0.93%
244,085
-5,137
15
$51.4M 0.83%
231,333
+260
16
$50.1M 0.81%
183,496
+4,831
17
$49.2M 0.79%
879,087
-22,483
18
$45.9M 0.74%
328,230
-6,896
19
$38.6M 0.62%
235,180
+3,560
20
$37.3M 0.6%
279,920
-1,240
21
$36.2M 0.58%
2,318,065
+939
22
$34.4M 0.55%
556,897
+13
23
$33.9M 0.55%
2,232,673
-45,964
24
$32.7M 0.53%
203,926
-601
25
$31.4M 0.51%
210,451
-807
1
2 3 4 5