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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.61M 0.03%
46,537
227
$1.59M 0.03%
36,827
-8,958
228
$1.57M 0.03%
19,860
+474
229
$1.57M 0.03%
67,440
-7,335
230
$1.57M 0.03%
125,137
231
$1.56M 0.03%
18,331
-382
232
$1.54M 0.03%
13,478
-735
233
$1.52M 0.03%
14,612
-961
234
$1.51M 0.03%
1,874
-61
235
$1.49M 0.03%
17,051
-432
236
$1.49M 0.03%
4,142
-397
237
$1.48M 0.03%
4,820
-438
238
$1.45M 0.03%
+25,525
239
$1.4M 0.03%
13,843
-6,879
240
$1.4M 0.03%
7,183
+315
241
$1.39M 0.03%
14,260
+252
242
$1.38M 0.03%
15,085
-3,799
243
$1.38M 0.03%
26,216
-3,685
244
$1.37M 0.03%
4,351
-77
245
$1.34M 0.03%
4,509
-619
246
$1.33M 0.03%
12,532
-1,238
247
$1.32M 0.03%
4,823
-379
248
$1.31M 0.03%
4,916
-300
249
$1.31M 0.03%
6,965
-609
250
$1.31M 0.03%
13,356
-560
8 9
10
11 12