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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.73M 0.04%
5,990
+909
227
$1.7M 0.04%
15,784
+160
228
$1.69M 0.04%
52,366
+2,737
229
$1.67M 0.04%
26,325
+2,606
230
$1.66M 0.04%
4,369
-2,208
231
$1.63M 0.04%
92,190
-15,660
232
$1.63M 0.04%
3,889
-19
233
$1.63M 0.04%
35,612
+2,671
234
$1.61M 0.04%
26,519
+847
235
$1.61M 0.04%
36,616
-1,409
236
$1.6M 0.04%
53,200
237
$1.59M 0.04%
15,096
+971
238
$1.58M 0.04%
13,227
239
$1.57M 0.04%
13,415
-5,007
240
$1.55M 0.04%
131,588
-46,775
241
$1.54M 0.04%
10,746
+487
242
$1.52M 0.04%
17,554
+1,436
243
$1.51M 0.04%
14,514
+1,801
244
$1.5M 0.04%
29,445
+687
245
$1.5M 0.04%
11,898
-298
246
$1.48M 0.04%
15,573
+1,255
247
$1.47M 0.04%
33,199
+3,390
248
$1.47M 0.04%
14,232
+1,854
249
$1.47M 0.04%
23,022
-303
250
$1.46M 0.04%
54,436
+635
8 9
10
11 12