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
251
$1.64M 0.03%
4,577
-121
252
$1.64M 0.03%
14,978
+149
253
$1.62M 0.03%
4,972
-18
254
$1.61M 0.03%
17,814
-3,276
255
$1.6M 0.03%
6,000
+49
256
$1.59M 0.03%
23,985
+2,205
257
$1.59M 0.03%
20,662
+1,423
258
$1.56M 0.03%
29,327
-7,729
259
$1.56M 0.03%
44,076
-578
260
$1.55M 0.03%
46,154
-1,464
261
$1.55M 0.03%
2,545
+84
262
$1.55M 0.03%
29,863
-1,095
263
$1.54M 0.03%
34,849
+5,260
264
$1.53M 0.03%
17,654
+654
265
$1.53M 0.03%
10,526
+3
266
$1.53M 0.03%
16,793
+15
267
$1.52M 0.03%
23,557
-46
268
$1.52M 0.03%
8,367
+1,287
269
$1.49M 0.03%
30,887
+8,902
270
$1.49M 0.03%
15,095
-16
271
$1.49M 0.03%
19,290
+307
272
$1.46M 0.03%
17,642
+167
273
$1.45M 0.03%
28,888
274
$1.45M 0.03%
16,727
+5,629
275
$1.43M 0.03%
7,064
-1,065
9 10
11
12 13