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
326
$907K 0.02%
14,172
-338
327
$905K 0.02%
34,934
-2,031
328
$905K 0.02%
14,654
-2,507
329
$901K 0.02%
18,048
-389
330
$901K 0.02%
32,635
+12,445
331
$894K 0.02%
23,140
-1,577
332
$894K 0.02%
35,355
-6,585
333
$890K 0.02%
2,697
-278
334
$889K 0.02%
5,238
-892
335
$883K 0.02%
28,325
+2,542
336
$883K 0.02%
15,552
+660
337
$878K 0.02%
20,485
+423
338
$871K 0.02%
9,744
-1,083
339
$866K 0.02%
22,276
-1,422
340
$866K 0.02%
13,853
-914
341
$859K 0.02%
6,984
+9
342
$857K 0.02%
4,500
-2,439
343
$850K 0.02%
2,190
-283
344
$849K 0.02%
12,748
-396
345
$848K 0.02%
16,118
-1,086
346
$844K 0.02%
31,623
-1,567
347
$841K 0.02%
9,597
+98
348
$835K 0.02%
8,772
-4,991
349
$828K 0.02%
14,132
-1,410
350
$828K 0.02%
14,662
-2,600
12 13
14
15 16