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
State Street Energy Select Sector SPDR ETF
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
301
$1.12M 0.03%
9,791
302
$1.11M 0.03%
3,872
-341
303
$1.1M 0.03%
12,676
+1,570
304
$1.1M 0.03%
8,553
-60
305
$1.1M 0.03%
13,531
+10,385
306
$1.1M 0.03%
19,099
+15,285
307
$1.09M 0.02%
10,749
+1,309
308
$1.08M 0.02%
+22,082
309
$1.08M 0.02%
23,149
+3,419
310
$1.07M 0.02%
14,101
-468
311
$1.06M 0.02%
26,938
-2,389
312
$1.06M 0.02%
35,698
+307
313
$1.05M 0.02%
7,258
-41
314
$1.05M 0.02%
24,027
-1,639
315
$1.04M 0.02%
12,770
-755
316
$1.01M 0.02%
34,700
+500
317
$1.01M 0.02%
14,920
+44
318
$1.01M 0.02%
15,445
-60
319
$1M 0.02%
35,570
+149
320
$1M 0.02%
20,036
-756
321
$991K 0.02%
30,089
-1,033
322
$983K 0.02%
23,933
+1,238
323
$982K 0.02%
13,369
-848
324
$979K 0.02%
9,057
+333
325
$959K 0.02%
6,222
-68
11 12
13
14 15