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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.73M 0.04%
101,865
-44,567
227
$1.72M 0.04%
3,175
-402
228
$1.72M 0.04%
4,921
-36
229
$1.7M 0.04%
26,170
-213
230
$1.7M 0.04%
11,759
+799
231
$1.7M 0.04%
26,194
+334
232
$1.66M 0.04%
14,893
+269
233
$1.66M 0.04%
21,442
-623
234
$1.65M 0.04%
94,202
+6
235
$1.65M 0.04%
31,643
+2,501
236
$1.65M 0.04%
45,254
-6,674
237
$1.64M 0.04%
3,911
+443
238
$1.63M 0.04%
11,885
+2,123
239
$1.63M 0.04%
27,890
+420
240
$1.62M 0.03%
59,952
-7,901
241
$1.62M 0.03%
26,252
+2,595
242
$1.62M 0.03%
14,977
+374
243
$1.61M 0.03%
13,704
+1,589
244
$1.61M 0.03%
23,339
-893
245
$1.6M 0.03%
20,355
246
$1.59M 0.03%
9,833
-576
247
$1.59M 0.03%
9,394
+84
248
$1.57M 0.03%
20,753
+3,643
249
$1.53M 0.03%
25,399
+1,470
250
$1.53M 0.03%
25,518
-298
8 9
10
11 12