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
$4.91B
AUM Growth
+$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.63M
3
+$2.41M
4
WMB icon
Williams Companies
WMB
+$1.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.28M

Top Sells

1
+$2.86M
2
+$1.81M
3
+$1.75M
4
EPD icon
Enterprise Products Partners
EPD
+$1.59M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Financials 5.02%
2 Technology 4.42%
3 Healthcare 3.8%
4 Energy 3.44%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.43M 0.03%
4,213
-6
277
$1.42M 0.03%
6,834
-14
278
$1.41M 0.03%
7,293
+412
279
$1.4M 0.03%
15,101
-268
280
$1.39M 0.03%
21,130
-42
281
$1.39M 0.03%
25,768
-214
282
$1.39M 0.03%
28,602
-2,127
283
$1.39M 0.03%
3,878
-1
284
$1.38M 0.03%
14,569
+704
285
$1.38M 0.03%
25,361
+8,550
286
$1.37M 0.03%
13,843
-10
287
$1.37M 0.03%
13,525
-178
288
$1.36M 0.03%
9,791
289
$1.36M 0.03%
57,732
-444
290
$1.36M 0.03%
41,081
-798
291
$1.35M 0.03%
12,235
+355
292
$1.34M 0.03%
8,613
-20
293
$1.34M 0.03%
17,195
-3,160
294
$1.34M 0.03%
20,818
+15,413
295
$1.34M 0.03%
12,354
+1,822
296
$1.32M 0.03%
15,800
-1,163
297
$1.3M 0.03%
11,069
-3
298
$1.29M 0.03%
29,228
-2,071
299
$1.29M 0.03%
18,136
+975
300
$1.27M 0.03%
11,651
+130
10 11
12
13 14