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
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$69.6M
3
+$26.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$20.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M

Top Sells

1
+$66.2M
2
+$36.8M
3
+$29.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$26.5M
5
AAPL icon
Apple
AAPL
+$6.53M

Sector Composition

1 Financials 5.14%
2 Technology 3.89%
3 Energy 3.62%
4 Healthcare 3.61%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.17M 0.02%
37,016
+19,512
302
$1.16M 0.02%
15,973
+150
303
$1.16M 0.02%
38,291
+1,049
304
$1.15M 0.02%
20,950
+8,709
305
$1.14M 0.02%
26,038
-1,608
306
$1.13M 0.02%
18,815
+5,380
307
$1.12M 0.02%
9,228
-1,761
308
$1.1M 0.02%
14,717
-20,596
309
$1.1M 0.02%
15,714
-6,760
310
$1.1M 0.02%
13,661
-1,936
311
$1.09M 0.02%
28,900
+4,692
312
$1.09M 0.02%
19,807
-229
313
$1.09M 0.02%
9,045
+4,810
314
$1.08M 0.02%
6,745
-438
315
$1.07M 0.02%
26,488
-2,144
316
$1.06M 0.02%
62,550
317
$1.06M 0.02%
9,057
-148
318
$1.06M 0.02%
45,347
-3,000
319
$1.05M 0.02%
26,312
-3,240
320
$1.05M 0.02%
4,361
+142
321
$1.04M 0.02%
23,155
+1,405
322
$1.04M 0.02%
11,368
-6,845
323
$1.03M 0.02%
27,742
+9,496
324
$1.02M 0.02%
4,122
-969
325
$1.02M 0.02%
11,640
-7,628
11 12
13
14 15