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
251
$1.53M 0.03%
5,996
252
$1.52M 0.03%
24,618
+3,742
253
$1.48M 0.03%
11,074
+199
254
$1.48M 0.03%
14,275
-343
255
$1.45M 0.03%
11,124
-1,206
256
$1.45M 0.03%
77,847
-13,776
257
$1.45M 0.03%
4,644
-507
258
$1.44M 0.03%
9,647
+602
259
$1.44M 0.03%
15,758
-3,240
260
$1.44M 0.03%
17,961
-622
261
$1.43M 0.03%
17,440
+1,260
262
$1.43M 0.03%
15,079
+301
263
$1.43M 0.03%
27,089
+6,139
264
$1.41M 0.03%
65,656
+5,292
265
$1.41M 0.03%
24,491
-1,431
266
$1.39M 0.03%
8,132
+2,468
267
$1.39M 0.03%
19,282
-1,658
268
$1.39M 0.03%
75,307
+9,720
269
$1.38M 0.03%
16,740
+480
270
$1.38M 0.03%
16,177
-328
271
$1.38M 0.03%
7,939
+109
272
$1.34M 0.03%
2,336
-17
273
$1.33M 0.03%
17,983
+3,266
274
$1.33M 0.03%
13,909
+6
275
$1.33M 0.03%
29,000
9 10
11
12 13