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
301
$1.05M 0.02%
14,961
-6,403
302
$1.05M 0.02%
14,732
+343
303
$1.04M 0.02%
30,080
+2,710
304
$1.02M 0.02%
37,209
-7,165
305
$1.02M 0.02%
36,330
+705
306
$998K 0.02%
12,587
-7,613
307
$993K 0.02%
51,556
-859
308
$979K 0.02%
36,840
-55,530
309
$979K 0.02%
16,649
-117
310
$978K 0.02%
9,225
-1,015
311
$976K 0.02%
79,262
-2,315
312
$973K 0.02%
16,547
-10,070
313
$973K 0.02%
3,492
-545
314
$966K 0.02%
4,906
+678
315
$952K 0.02%
23,855
-2,138
316
$949K 0.02%
12,533
-2,724
317
$946K 0.02%
29,028
-868
318
$932K 0.02%
50,654
-6,365
319
$931K 0.02%
13,231
-2,416
320
$931K 0.02%
9,496
-2,532
321
$926K 0.02%
2,545
-1,591
322
$916K 0.02%
6,429
-336
323
$910K 0.02%
3,120
-648
324
$909K 0.02%
10,288
+11
325
$908K 0.02%
805
-72
11 12
13
14 15