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
$4.37B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$48M
3
+$38.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$36.1M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$29.9M

Top Sells

1
+$57.7M
2
+$19.8M
3
+$18.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.92M

Sector Composition

1 Financials 4.92%
2 Technology 4.07%
3 Healthcare 3.79%
4 Energy 3.17%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.25M 0.03%
18,198
+544
277
$1.24M 0.03%
38,622
+1,562
278
$1.24M 0.03%
12,104
+453
279
$1.24M 0.03%
17,928
-3,050
280
$1.24M 0.03%
26,256
-3,607
281
$1.23M 0.03%
24,974
-387
282
$1.22M 0.03%
19,314
+3,514
283
$1.2M 0.03%
6,818
-623
284
$1.2M 0.03%
11,702
+704
285
$1.19M 0.03%
18,758
-532
286
$1.19M 0.03%
28,971
+83
287
$1.19M 0.03%
7,103
+39
288
$1.19M 0.03%
11,039
-30
289
$1.18M 0.03%
25,981
+274
290
$1.18M 0.03%
4,046
+168
291
$1.18M 0.03%
13,827
+481
292
$1.17M 0.03%
14,110
+267
293
$1.17M 0.03%
14,942
-2,253
294
$1.16M 0.03%
6,990
-303
295
$1.16M 0.03%
22,131
-1,426
296
$1.14M 0.03%
10,050
+99
297
$1.14M 0.03%
12,548
-538
298
$1.12M 0.03%
4,334
-1,666
299
$1.12M 0.03%
18,959
-3,609
300
$1.12M 0.03%
13,488
-662
10 11
12
13 14