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
$4.82B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$9.76M
3
+$8.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.76M
5
VDE icon
Vanguard Energy ETF
VDE
+$7.95M

Top Sells

1
+$20.2M
2
+$14.3M
3
+$10.7M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$7.58M
5
SLB icon
SLB Ltd
SLB
+$6.67M

Sector Composition

1 Energy 7.84%
2 Consumer Staples 7.47%
3 Financials 6.31%
4 Healthcare 4.74%
5 Technology 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.82M 0.04%
53,402
-6,744
277
$1.81M 0.04%
26,665
+4,837
278
$1.81M 0.04%
27,583
+132
279
$1.79M 0.04%
14,327
-15,187
280
$1.78M 0.04%
26,954
-32
281
$1.77M 0.04%
11,652
+2,648
282
$1.77M 0.04%
96,899
+537
283
$1.77M 0.04%
51,690
-2,494
284
$1.74M 0.04%
24,315
+21,770
285
$1.72M 0.04%
13,764
286
$1.72M 0.04%
72,282
+1,781
287
$1.7M 0.04%
39,420
-4,865
288
$1.68M 0.03%
41,405
-1,041
289
$1.68M 0.03%
36,182
+2,827
290
$1.66M 0.03%
32,803
-8,887
291
$1.64M 0.03%
19,123
+110
292
$1.64M 0.03%
25,849
-2,524
293
$1.63M 0.03%
37,898
-171
294
$1.63M 0.03%
25,218
-2,533
295
$1.63M 0.03%
23,159
+2,702
296
$1.62M 0.03%
12,333
+300
297
$1.59M 0.03%
40,440
+257
298
$1.58M 0.03%
16,762
-498
299
$1.58M 0.03%
57,883
+2,481
300
$1.56M 0.03%
31,302
10 11
12
13 14