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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.43M 0.03%
5,010
+38
252
$1.42M 0.03%
97,664
+938
253
$1.42M 0.03%
42,298
-3,856
254
$1.39M 0.03%
68,536
+10,804
255
$1.38M 0.03%
59,654
-7,894
256
$1.37M 0.03%
32,162
-1,531
257
$1.37M 0.03%
29,736
+508
258
$1.36M 0.03%
17,814
259
$1.35M 0.03%
14,675
-303
260
$1.35M 0.03%
44,786
+710
261
$1.35M 0.03%
10,386
-140
262
$1.34M 0.03%
2,364
-181
263
$1.33M 0.03%
17,778
-428
264
$1.33M 0.03%
4,715
+138
265
$1.33M 0.03%
33,037
-1,812
266
$1.33M 0.03%
16,359
-368
267
$1.32M 0.03%
5,399
+128
268
$1.32M 0.03%
17,676
+1,076
269
$1.32M 0.03%
20,246
-5,301
270
$1.3M 0.03%
3,689
-982
271
$1.3M 0.03%
31,407
+7,528
272
$1.27M 0.03%
29,315
+713
273
$1.27M 0.03%
11,677
+652
274
$1.26M 0.03%
14,139
+1,467
275
$1.26M 0.03%
15,218
+123
9 10
11
12 13