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
251
$1.46M 0.04%
7,295
-50
252
$1.45M 0.04%
16,565
+2,230
253
$1.44M 0.04%
36,544
-19,889
254
$1.44M 0.04%
12,478
+2,366
255
$1.44M 0.04%
15,242
+355
256
$1.42M 0.03%
30,174
+4,531
257
$1.41M 0.03%
24,307
258
$1.41M 0.03%
18,171
-1,150
259
$1.4M 0.03%
21,604
+1,909
260
$1.39M 0.03%
14,172
-5,126
261
$1.39M 0.03%
18,751
-196
262
$1.39M 0.03%
73,616
+12,447
263
$1.38M 0.03%
5,923
+169
264
$1.38M 0.03%
17,471
-100
265
$1.37M 0.03%
5,881
-71
266
$1.36M 0.03%
56,247
+3,829
267
$1.34M 0.03%
43,639
-20,360
268
$1.34M 0.03%
61,519
+686
269
$1.33M 0.03%
19,520
+2,057
270
$1.33M 0.03%
107,530
+1,570
271
$1.33M 0.03%
73,661
+11,767
272
$1.33M 0.03%
19,761
+1,447
273
$1.32M 0.03%
46,080
-54
274
$1.31M 0.03%
10,538
+118
275
$1.29M 0.03%
26,828
+5,117
9 10
11
12 13