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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.28M 0.03%
7,707
277
$1.28M 0.03%
31,062
+1,775
278
$1.27M 0.03%
94,472
+2,520
279
$1.26M 0.03%
19,818
-771
280
$1.25M 0.03%
67,500
-6,030
281
$1.24M 0.03%
13,881
-435
282
$1.24M 0.03%
19,994
+1,198
283
$1.23M 0.03%
14,469
+253
284
$1.23M 0.03%
10,484
-151
285
$1.22M 0.03%
24,772
+5,566
286
$1.2M 0.03%
18,883
-5,568
287
$1.19M 0.03%
18,888
+127
288
$1.19M 0.03%
9,791
-9
289
$1.18M 0.03%
31,070
+2,122
290
$1.17M 0.03%
60,371
+143
291
$1.15M 0.03%
45,856
+1,487
292
$1.15M 0.03%
38,697
-12,482
293
$1.15M 0.03%
33,303
+6,072
294
$1.14M 0.03%
31,971
-257
295
$1.12M 0.03%
19,392
+1,715
296
$1.12M 0.03%
8,380
+93
297
$1.1M 0.03%
30,010
-2,666
298
$1.09M 0.03%
12,527
+3,469
299
$1.08M 0.03%
26,354
+1,566
300
$1.08M 0.03%
14,377
+1,841
10 11
12
13 14