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
$4.12B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$409M
3
+$127M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$105M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.89%
2 Consumer Staples 8.26%
3 Financials 5.75%
4 Healthcare 4.37%
5 Technology 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.63M 0.04%
+35,480
277
$1.63M 0.04%
+20,811
278
$1.61M 0.04%
+46,202
279
$1.61M 0.04%
+24,441
280
$1.6M 0.04%
+18,854
281
$1.59M 0.04%
+38,382
282
$1.59M 0.04%
+27,318
283
$1.59M 0.04%
+140,847
284
$1.58M 0.04%
+45,362
285
$1.57M 0.04%
+26,598
286
$1.56M 0.04%
+20,175
287
$1.54M 0.04%
+48,034
288
$1.54M 0.04%
+58,794
289
$1.54M 0.04%
+23,663
290
$1.52M 0.04%
+21,004
291
$1.52M 0.04%
+46,820
292
$1.52M 0.04%
+27,257
293
$1.51M 0.04%
+67,603
294
$1.51M 0.04%
+65,858
295
$1.51M 0.04%
+39,500
296
$1.49M 0.04%
+26,730
297
$1.49M 0.04%
+53,409
298
$1.47M 0.04%
+15,246
299
$1.44M 0.03%
+83,348
300
$1.44M 0.03%
+13,415
10 11
12
13 14