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
326
$1.01M 0.02%
17,214
-1,194
327
$1.01M 0.02%
17,798
-933
328
$1M 0.02%
4,237
-740
329
$996K 0.02%
18,357
+4,617
330
$995K 0.02%
54,040
-1,080
331
$990K 0.02%
11,265
-1,816
332
$988K 0.02%
5,669
+2,998
333
$980K 0.02%
6,285
-1,104
334
$979K 0.02%
15,160
-16,220
335
$973K 0.02%
6,544
-11,731
336
$973K 0.02%
19,096
-488
337
$970K 0.02%
7,237
-1,715
338
$964K 0.02%
14,700
-3,166
339
$963K 0.02%
10,248
-30
340
$963K 0.02%
8,445
+4,557
341
$960K 0.02%
16,275
-3,549
342
$960K 0.02%
9,406
343
$950K 0.02%
88,326
+24
344
$946K 0.02%
6,408
-967
345
$941K 0.02%
4,501
-3,232
346
$933K 0.02%
5,664
+742
347
$921K 0.02%
14,074
-3,138
348
$917K 0.02%
24,408
-13,190
349
$915K 0.02%
29,000
-4,000
350
$914K 0.02%
6,096
-280
12 13
14
15 16