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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.3M 0.03%
3,359
-391
252
$1.29M 0.03%
22,763
253
$1.28M 0.03%
14,953
+5,025
254
$1.28M 0.03%
12,872
255
$1.28M 0.03%
23,444
-878
256
$1.28M 0.03%
26,010
+2,280
257
$1.27M 0.03%
22,448
+1,433
258
$1.27M 0.03%
6,606
+164
259
$1.26M 0.03%
12,995
-943
260
$1.25M 0.03%
22,230
-1,505
261
$1.24M 0.03%
6,262
-397
262
$1.23M 0.03%
8,633
-1,265
263
$1.22M 0.03%
14,050
-1,282
264
$1.22M 0.03%
19,749
-4,189
265
$1.21M 0.03%
11,346
-459
266
$1.21M 0.03%
34,281
-1,953
267
$1.21M 0.03%
5,506
-259
268
$1.2M 0.03%
6,029
-6
269
$1.19M 0.03%
14,940
-1,360
270
$1.19M 0.03%
116,669
-54,000
271
$1.19M 0.03%
28,508
272
$1.18M 0.03%
101,628
-15,480
273
$1.18M 0.03%
17,064
-2,082
274
$1.18M 0.03%
+52,866
275
$1.17M 0.03%
9,585
-141
9 10
11
12 13