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
$4.09B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.9M
3
+$7.43M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Top Sells

1
+$15.8M
2
+$15.2M
3
+$5.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Energy 5.21%
2 Financials 4.99%
3 Healthcare 3.92%
4 Consumer Staples 3.49%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.08M 0.03%
49,973
+18,793
302
$1.06M 0.03%
10,232
-90
303
$1.06M 0.03%
9,518
+1,084
304
$1.05M 0.03%
8,964
-206
305
$1.05M 0.03%
16,028
+896
306
$1.05M 0.03%
11,360
-1,830
307
$1.04M 0.03%
15,255
+708
308
$1.04M 0.03%
87,039
+7,326
309
$1.04M 0.03%
19,462
+4,209
310
$1.03M 0.03%
61,508
+832
311
$1.01M 0.02%
28,942
-4,386
312
$1M 0.02%
25,893
-495
313
$989K 0.02%
6,138
+820
314
$975K 0.02%
6,940
+543
315
$975K 0.02%
12,731
+1,197
316
$974K 0.02%
38,488
+3,556
317
$972K 0.02%
13,621
+819
318
$959K 0.02%
20,661
-14,350
319
$959K 0.02%
17,000
-1,020
320
$959K 0.02%
26,281
+1,850
321
$958K 0.02%
13,318
+377
322
$956K 0.02%
7,183
-6
323
$952K 0.02%
17,910
+404
324
$940K 0.02%
3,775
-2
325
$937K 0.02%
19,830
-1,084
11 12
13
14 15