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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.32M 0.03%
4,679
+442
277
$1.32M 0.03%
10,534
+320
278
$1.31M 0.03%
67,003
+5,316
279
$1.3M 0.03%
30,181
+2,291
280
$1.3M 0.03%
11,882
+472
281
$1.3M 0.03%
37,805
+2,590
282
$1.29M 0.03%
36,746
+147
283
$1.28M 0.03%
9,282
+54
284
$1.27M 0.03%
9,791
285
$1.27M 0.03%
7,698
-1,379
286
$1.26M 0.03%
19,239
+736
287
$1.25M 0.03%
5,373
-117
288
$1.24M 0.03%
31,264
+2,364
289
$1.23M 0.03%
25,533
+2,378
290
$1.23M 0.03%
39,413
+1,122
291
$1.22M 0.03%
13,988
-500
292
$1.22M 0.03%
9,951
-595
293
$1.22M 0.03%
43,661
-6,121
294
$1.22M 0.03%
12,799
-303
295
$1.22M 0.03%
15,992
+19
296
$1.2M 0.03%
14,174
+36
297
$1.2M 0.03%
16,249
+535
298
$1.18M 0.03%
21,554
-1,597
299
$1.17M 0.03%
44,390
-1,292
300
$1.17M 0.03%
11,044
+263
10 11
12
13 14