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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.88M 0.04%
11,974
+53
227
$1.85M 0.04%
23,167
+2,121
228
$1.83M 0.04%
35,984
229
$1.81M 0.04%
10,666
-6
230
$1.8M 0.04%
7,926
-3
231
$1.8M 0.04%
35,275
-4,994
232
$1.8M 0.04%
12,672
+913
233
$1.8M 0.04%
15,802
+560
234
$1.79M 0.04%
33,693
-12
235
$1.78M 0.04%
9,297
+66
236
$1.76M 0.04%
11,631
-6
237
$1.76M 0.04%
26,348
-34
238
$1.74M 0.04%
96,726
-4,624
239
$1.73M 0.03%
25,666
+181
240
$1.73M 0.03%
24,307
241
$1.73M 0.03%
22,568
-45
242
$1.71M 0.03%
25,186
-4,416
243
$1.7M 0.03%
11,333
+137
244
$1.68M 0.03%
20,978
-1,438
245
$1.68M 0.03%
3,554
+312
246
$1.67M 0.03%
5,271
+217
247
$1.67M 0.03%
14,790
248
$1.67M 0.03%
41,080
+150
249
$1.66M 0.03%
34,200
+5,200
250
$1.64M 0.03%
19,730
+3,104
8 9
10
11 12