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
301
$1.27M 0.03%
21,370
+580
302
$1.24M 0.02%
35,391
-3,553
303
$1.23M 0.02%
11,025
+1,125
304
$1.21M 0.02%
25,707
+314
305
$1.21M 0.02%
40,504
-17,328
306
$1.2M 0.02%
20,792
+138
307
$1.2M 0.02%
10,998
-4,000
308
$1.18M 0.02%
14,150
-24
309
$1.18M 0.02%
16,600
+286
310
$1.18M 0.02%
14,876
-246
311
$1.18M 0.02%
9,351
-2,876
312
$1.17M 0.02%
35,421
-4,032
313
$1.17M 0.02%
14,217
+180
314
$1.17M 0.02%
+23,879
315
$1.15M 0.02%
37,060
+835
316
$1.14M 0.02%
11,074
-69
317
$1.13M 0.02%
13,086
-738
318
$1.12M 0.02%
53,263
319
$1.12M 0.02%
7,299
+113
320
$1.11M 0.02%
9,951
321
$1.1M 0.02%
37,934
-2,528
322
$1.1M 0.02%
93,906
+24
323
$1.08M 0.02%
14,598
+4,090
324
$1.08M 0.02%
15,884
-300
325
$1.08M 0.02%
3,826
-48
11 12
13
14 15