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
$4.63B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.78M 0.04%
13,987
-5,865
227
$1.77M 0.04%
17,676
+5
228
$1.77M 0.04%
24,307
229
$1.77M 0.04%
17,306
-27
230
$1.77M 0.04%
18,113
+1,131
231
$1.73M 0.03%
5,151
-1,024
232
$1.73M 0.03%
18,833
-1,968
233
$1.71M 0.03%
14,624
-1,632
234
$1.71M 0.03%
26,383
-3,092
235
$1.69M 0.03%
18,998
+1,298
236
$1.69M 0.03%
12,330
+2,397
237
$1.68M 0.03%
14,618
-1,312
238
$1.68M 0.03%
91,623
-7,683
239
$1.68M 0.03%
94,196
+19,125
240
$1.68M 0.03%
9,310
-1,438
241
$1.62M 0.03%
9,077
-925
242
$1.61M 0.03%
20,355
-4,072
243
$1.61M 0.03%
20,940
-2,497
244
$1.61M 0.03%
23,657
-3,044
245
$1.6M 0.03%
42,283
+3,457
246
$1.59M 0.03%
49,782
-9,955
247
$1.57M 0.03%
3,468
-158
248
$1.57M 0.03%
9,603
-1,438
249
$1.57M 0.03%
25,816
-25,626
250
$1.57M 0.03%
34,316
-13,392
8 9
10
11 12