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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.32M 0.03%
60,364
-4,380
277
$1.32M 0.03%
16,260
-25,885
278
$1.31M 0.03%
9,762
-1,129
279
$1.31M 0.03%
61,687
+8,048
280
$1.3M 0.03%
9,791
281
$1.3M 0.03%
23,151
+661
282
$1.28M 0.03%
23,929
+608
283
$1.27M 0.03%
11,410
+1,166
284
$1.27M 0.03%
14,488
+2,198
285
$1.25M 0.03%
17,110
-788
286
$1.24M 0.02%
14,138
-3,700
287
$1.24M 0.02%
7,830
-3,956
288
$1.23M 0.02%
18,074
-556
289
$1.23M 0.02%
18,503
-370
290
$1.21M 0.02%
18,410
-2,084
291
$1.21M 0.02%
16,459
-2,615
292
$1.21M 0.02%
99,260
-3,501
293
$1.21M 0.02%
10,963
-6,060
294
$1.2M 0.02%
23,821
-3,987
295
$1.19M 0.02%
16,180
+5,414
296
$1.19M 0.02%
10,781
-956
297
$1.18M 0.02%
45,682
+12,528
298
$1.18M 0.02%
16,997
+5,349
299
$1.17M 0.02%
12,456
+2,605
300
$1.17M 0.02%
10,546
10 11
12
13 14