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
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$9.09M
3
+$6.24M
4
HD icon
Home Depot
HD
+$4.93M
5
SPYX icon
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
+$4.55M

Top Sells

1
+$28.4M
2
+$22.2M
3
+$21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.8M

Sector Composition

1 Technology 5.91%
2 Financials 4.21%
3 Healthcare 3.71%
4 Consumer Staples 2.83%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.17M 0.03%
31,381
-1,064
277
$1.17M 0.03%
7,183
+2,447
278
$1.16M 0.03%
2,862
-630
279
$1.16M 0.03%
13,071
-1,621
280
$1.14M 0.02%
26,943
-2,608
281
$1.14M 0.02%
33,440
-19,435
282
$1.13M 0.02%
10,878
+1,349
283
$1.13M 0.02%
17,806
-2,180
284
$1.12M 0.02%
9,677
-11
285
$1.11M 0.02%
19,670
-4,750
286
$1.11M 0.02%
21,586
-362
287
$1.11M 0.02%
9,566
-3,892
288
$1.11M 0.02%
15,988
289
$1.09M 0.02%
16,004
-1,609
290
$1.08M 0.02%
1,738
-81
291
$1.08M 0.02%
14,147
+454
292
$1.08M 0.02%
88,380
+4,092
293
$1.08M 0.02%
28,000
-1,500
294
$1.07M 0.02%
6,931
-2,364
295
$1.07M 0.02%
10,075
-3,684
296
$1.06M 0.02%
13,013
-8,638
297
$1.06M 0.02%
38,563
-761
298
$1.06M 0.02%
+23,570
299
$1.06M 0.02%
13,997
-4,068
300
$1.05M 0.02%
37,768
+9,039
10 11
12
13 14