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
326
$923K 0.02%
8,050
+133
327
$919K 0.02%
6,393
-4,469
328
$915K 0.02%
3,965
+537
329
$911K 0.02%
19,522
-342
330
$909K 0.02%
26,882
-38
331
$908K 0.02%
32,958
-3,433
332
$907K 0.02%
25,615
+12,746
333
$906K 0.02%
24,150
-740
334
$891K 0.02%
16,241
+1,102
335
$890K 0.02%
2,490
+167
336
$884K 0.02%
16,979
+65
337
$884K 0.02%
4,909
+214
338
$872K 0.02%
10,168
+1,470
339
$871K 0.02%
1,103
+25
340
$867K 0.02%
27,960
-15
341
$865K 0.02%
14,331
+665
342
$858K 0.02%
33,204
-421
343
$841K 0.02%
16,874
+3,877
344
$841K 0.02%
2,290
+232
345
$834K 0.02%
18,674
+757
346
$834K 0.02%
10,403
+91
347
$833K 0.02%
16,821
-5
348
$826K 0.02%
+15,400
349
$821K 0.02%
11,299
+1,082
350
$816K 0.02%
17,867
+1,025
12 13
14
15 16