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
251
$1.56M 0.03%
27,470
-610
252
$1.56M 0.03%
10,875
+7
253
$1.55M 0.03%
14,778
-2,719
254
$1.53M 0.03%
14,603
-1,614
255
$1.52M 0.03%
4,957
-824
256
$1.52M 0.03%
10,409
-1,113
257
$1.51M 0.03%
5,490
-1,416
258
$1.49M 0.03%
12,115
+2,256
259
$1.49M 0.03%
5,996
+1,056
260
$1.47M 0.03%
18,583
+1,039
261
$1.46M 0.03%
2,353
-352
262
$1.45M 0.03%
29,142
+842
263
$1.43M 0.03%
25,922
-22
264
$1.42M 0.03%
18,226
-5,726
265
$1.41M 0.03%
12,060
-2,294
266
$1.41M 0.03%
13,102
+5,716
267
$1.4M 0.03%
36,599
+18,703
268
$1.38M 0.03%
13,903
-1,076
269
$1.38M 0.03%
6,800
-1,403
270
$1.37M 0.03%
65,587
+14,432
271
$1.37M 0.03%
35,215
+1,875
272
$1.35M 0.03%
16,505
-7,352
273
$1.34M 0.03%
27,890
+1,067
274
$1.33M 0.03%
10,214
+1,623
275
$1.33M 0.03%
20,876
-3,003
9 10
11
12 13